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

https://becketteulj000.cavandoragh.org/why-forcing-one-system-to-cover-every-workflow-fails-sourcing-led-platforms-with-layered-operational-systems

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)