Market Builders

Financial ServicesCalifornia, United States2-10 Employees

Market Builders offers a CRM solution designed for the institutional asset management sector, intended for rapid deployment while remaining adaptable to client needs. It blends established industry practices with a flexible architecture to support varying data models and workflows. The company is based in Corona Del Mar, California, and operates with a small team.

With more than 25 years focused on institutional asset management, Market Builders has worked with both industry leaders and smaller managers to deliver CRM systems. The firm has completed over 125 projects, using that experience to tailor its accelerators and data models to address each client's unique requirements. Its primary implementation resource has led all 125 asset management implementations, enabling architectural adjustments when a first installation does not fully realize the intended CRM business model.

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