Focus on your value-added work by easily managing the investor servicing & reporting cycles with activity dashboards, documents access, distribution processing, automated messaging, analytics, and financial advisor tools.
Popular features: Transactions, Dashboards, Earnings page
Automated investor onboarding including KYC and AML checks. Quickly and easily distribute reports to your investors and allow investors to access items such as quarterly performance or tax statements instantly.
Popular features: Cloud-based, 24/7 Access Online
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