London, UK – 20 May 2021: Holland Mountain, the leading data solutions provider to the Private Capital industry, has announced that its ATLAS data platform now offers an out-of-the-box connector to Microsoft Dynamics 365 – CRM.
Developed by Private Capital experts, the ATLAS data platform helps firms to bring all their data into one place, creating a single source of truth for reporting. For investor relations professionals, the announcement of a new connector to Microsoft Dynamics means that CRM data can be combined with fund information to create more comprehensive reports, such as the ‘investor taxi report’ or ‘investor tear sheet’. A typical dashboard might include fund performance, investment positions, key personnel and recent meeting activity.
Firms across the US and Europe are already using the enterprise version of the ATLAS data platform to improve their reporting and analytics, including 2 of the top 5 European GPs and a FTSE100-listed asset manager. With the introduction of a new connector to Microsoft Dynamics CRM, Holland Mountain is quickly establishing itself as one of the leading technology and data solutions providers to the Private Capital markets.
Established in 2009, Holland Mountain works exclusively with Private Capital managers, supporting them on their journey to ‘Data as an Asset’. Firms leverage our ATLAS data platform to connect and integrate industry standard solutions, and improve the quality of their analytics and reporting. Managers looking to improve their operating model can leverage our strategic advisory services, systems selection support or implementation services.