Manage your investors with full transparency and build trust within your entire investor network. Up-to-the-minute view of your entire investor network on a clean, visual dashboard.
Popular features: CRM, Investor Servicing & Reporting, Dashboards
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
Monitor investor behaviour with powerful activity reports, understand investor suitability and preferences, and plan for important and timely follow-ups.
Popular features: CRM, Analytics & Smart Messaging
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