Henosis REP · service-provider edition

The CRM built for fund administrators

Henosis REP is built for fund administrators and the other firms that sell to alternative-asset managers. Your team runs new business and account management in one system, from the first conversation to the signed engagement and the years after it, instead of across six to eight tools.

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14-day free trial of the full Professional tier

In short

Most CRMs sold to the alternative-asset world are built for fund managers. Henosis REP is built for the firms that sell to them. Each of your reps carries a book of fund-manager relationships and runs new business and account management from the same record. The assistant does the logging and the follow-up drafting. A ten-person team pays about $650 a month for Professional instead of about $2,100 a month for a typical six-tool stack at list prices.

One platform instead of six to eight tools $650 a month for ten seats on Professional AI assistant in every module
The problem

Fund-services BD teams work in tools built for someone else.

A fund administrator's BD team sells a relationship-led, high-touch service to alternative-asset firms, and the CRM market has no product built for that buyer.

Six to eight tools

A general CRM, a sales-engagement tool, a proposal tool, e-signature, email marketing and the automation that connects them, none of which talk to each other.

Built for the wrong buyer

Every alternative-asset CRM is aimed at the fund managers. None is built for the firms that sell to them.

Manual busywork

Logging calls, writing briefs and chasing follow-ups by hand, while the context scatters across inboxes and spreadsheets.

Broken handoffs

New business and account management live in different systems, so the context falls between them.

Why Henosis REP

One platform, built for how fund services are sold.

Here is what that means in practice.

Built for service providers

The service-provider edition is for the business development and account management teams at administration, accounting, audit, tax, compliance and IR firms.

The whole lifecycle in one system

Prospect, deal, proposal, e-signature, delivery and ongoing account management live in one place, so a relationship is never re-keyed into the next tool.

An AI assistant inside the work

It handles logging, relationship briefs and follow-up drafting across every module.

Isolated and auditable from the first day

Every workspace is isolated by row-level security, with role-based access and an append-only audit log. The security roadmap includes SOC 2.

See the product

What your BD team works in.

The Henosis REP dashboard.

app.henosis.solutions
The Henosis REP dashboard for fund-administrator BD teams
Who it is for

The whole family of firms that serve funds.

If your firm runs business development and account management against a book of alternative-asset clients, Henosis REP is built for you.

Fund administrators and fund accounting firms
Compliance and regulatory consultants
Fund tax and audit firms
IR and capital-introduction consultants
Third-party BD and placement agents
Fund-focused law firms

See the full feature set, or compare it to the stack it replaces.

Explore the product See pricing What the AI does Are you a fund manager?
FAQ

Questions fund administrators ask us

What is the best CRM for fund administrators?
One built for the firms that sell to fund managers, not for the managers themselves. The service-provider edition of Henosis REP is built for the business development and account management teams at administration, accounting, audit, tax, compliance and IR firms. It carries a relationship from prospect to proposal to signature to onboarding and the years after, in one system. A ten-person team pays about $650 a month for Professional instead of about $2,100 a month for a typical six-tool stack at list prices.
Is there a CRM built for fund-services firms?
Yes. Almost every CRM in the alternative-asset world is aimed at GPs and LPs. Henosis REP is built for the other side: the firms that serve those managers. Each of your reps carries a book of 50 to 500 fund-manager relationships and runs outbound business development and warm account management from the same record.
What does a CRM for fund administrators replace?
A general CRM, a sales-engagement tool, a proposal tool, an e-signature tool, an email-marketing tool and the automation between them. Henosis REP holds contacts and accounts, the pipeline, proposals with e-signature, delivery tracking, AI marketing and reporting in one system.
How much does a CRM for fund administration firms cost?
Standard is $35 per user per month and includes the AI assistant. Professional is $65 and adds proposals with e-signature, AI marketing and lead discovery. Enterprise is priced per firm. Annual billing saves 15 percent, and every plan starts with a 14-day free trial of the full Professional tier.
Does it work for placement agents, capital-introduction consultants and fund-focused law firms?
Yes. Placement agents, third-party BD and cap-intro firms, fund-focused law firms, and fund tax and audit firms all run relationship-led business development and account management against a book of alternative-asset clients. The service-provider edition is built for that whole group.
Can one system handle both new business development and ongoing client account management?
Yes. The same record carries a relationship from first prospect through proposal, signature and signed engagement into ongoing account management. The assistant logs the calls, writes the briefs and drafts the follow-ups, so the context stays on the record.
Is my client data secure and isolated?
Every workspace is isolated by row-level security in the database, with role-based access, encryption in transit and at rest, and an append-only audit log. The security page lists the controls in place today and the roadmap, including SOC 2.

Run your firm’s BD on a CRM built for it.

Start a free trial, or book a walkthrough of prospect to proposal to signature to onboarding in one system.

Start free trial Book a walkthrough
For firms that serve alternative-asset managers One platform instead of six to eight tools Tenant isolation and audit trails