How a $2B Multi-Fund Manager Split CRMs and Cut Compliance Risk by 60% in 2026

https://smoothdecorator.com/relationship-intelligence-vs-execution-governance-what-the-trade-offs-really-reveal/

Why One CRM No Longer Worked for a Six-Fund Investment Firm In early 2026, Meridian Capital Partners managed six closed-end funds and one open-ended vehicle totaling about $2 billion in assets under management (AUM)