The challenge to us was working with Morehead's complex legacy system and industry-specific requirements.
Broomfield, CO (PRWEB) May 29, 2014
Application Experts (http://www.app-x.com), a provider of cloud-based fund management software solutions, announced today the release of a new case study with clients Morehead Capital. The case study outlines how App-X configured their AIM fund management software to provide the Morehead team with simplicity while facilitating getting data into and out of the system and adding structure and discipline to Morehead’s processes.
Morehead Capital is a Raleigh-based investment partnership focused primarily on the restaurant and technology industries. Historically, database management had been a headache for the team at Morehead. “The challenge to us was working with Morehead's complex legacy system and industry-specific requirements,” notes Jeff Williams, AIM Product Manager at Application Experts. He continues, “The solution, a custom-built functionality that provides simplicity while facilitating data in and out of the system and adding structure and discipline to Morehead’s processes.”
AIM is the perfect match to meet the needs of the Morehead brand and resulted in helping the team at Morehead bring their expertise to new deals and portfolio companies. The fund management CRM functionality in AIM has made the Morehead team more effective at managing important relationships in just a few short weeks.
Customers can download the full Morehead Capital Case Study to learn more about the implementation process of AIM, that streamlined relationship management and got valuable insight into deal processes.
About Application Experts (http://www.app-x.com)
Application Experts (App-X) is the leading provider of flexible, web-based software solutions for Alternative Asset Fund Managers, Institutional Investors, and Impact Investors. Since 2006, App-X has worked with a wide variety of leading organizations in the alternative asset management software community, including fund managers, funds of funds, institutional investors, and impact investors. Subsequently, App-X has developed a unique, holistic perspective on the Alternative Asset industry, resulting in a continually-evolving and feature-rich set of products that are flexible enough to handle a wide variety of investing scenarios.
For more information on fund management software products, request a demo, or attend the new products webinar, contact Application Experts at +1 800-914-9120.