AugmentumCRM
The client and operations platform I built inside an SFC-licensed manager. Now available to licence.
Four things it does
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One record per relationship.
Contacts, entities, professional investor status, KYC state and every interaction in one place. A compliance officer can follow the history without asking anyone.
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Onboarding that produces its own evidence.
Risk profiling, professional investor assessment and KYC steps run as workflows. The audit trail is a by-product of doing the work.
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Summaries from the notes you already take.
An AI layer reads the meeting notes and drafts a summary, the open concerns, a data-quality tier and the next actions. Someone reads it before it is saved.
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Built to be inspected.
Role-based access, an activity log, and exports shaped around the questions a regulator asks.
The details a CTO asks about first.
- Foundation
- Postgres, object storage and serverless hosting on mainstream cloud providers. Nothing exotic to maintain.
- Your data
- Held in your own tenancy and exportable at any time.
- AI layer
- Model-agnostic. Enrichment runs on a schedule you set; a person reviews every batch before it is applied.
- Licensing
- Annual licence with implementation and support. A handful of firms at a time, so each one gets attention.
Why a CRM from an advisory practice?
Because the generic ones do not know what a professional investor is. I built AugmentumCRM as CTO of an SFC-licensed alternative investment manager, to run its client book from the first day. It runs there now, and the regulator’s questions shaped most of the design.
Ask for a demonstration.
Forty-five minutes on your own screen, with your own questions. Licence terms in writing afterwards.