Manage the servicing and reporting cycle with activity dashboards, documents access, distribution processing, automated messaging, analytics, and financial advisor tools.
Investor CRM: Better understand your investors to provide superior customer service. Monitor investor behaviour with powerful activity reports, understand investor suitability and preferences, and plan for important and timely follow ups.
Advisor Tools: Unprecedented access and transparency for both investors and their advisors enables advisory firms to better serve their clients and bring more assets under management
No more phone tag, missed emails, or lost mail. Quickly and easily distribute reports to your investors and allow investors to access items like quarterly performance (current and historical) statements instantly.
Provide 24/7 access to modern, professional online dashboards to strengthen your investors relationships
Provide your investors an online ledger of investment and distribution activities. Calculate and send money via wire, check, or bank transfer without human error.