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

https://blast-wiki.win/index.php/How_Auto-Capture_Fixes_Hybrid_Platform_Friction:_A_5-Point_Workflow_Blueprint

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)