Intelligent Business Logic
Automate key processes with smart business logic that improves investor interaction.
Provide controlled access to relevant deals and allocations for investors and subscribers.
Enable effortless data collection with smart forms configured to align with each dealer’s requirements.
Digital platform built on AWS infrastructure offering reliability with 99.9% uptime, ensuring 24/7 availability.
Secure Document Distribution
Tracking to ensure investor and subscriber interactions with documents are visible in the dashboard and provide an audit trail for compliance.
Integrated into workflows, ensuring secure document signing for investors and subscribers and batch downloads of completed documents.