Our single-tenant investor portal software architecture means each client has their own database; an extra layer of protection to ensure all investor data is safe. We also follow all industry-specific compliance standards and provide features like protecting intellectual property with watermarking. Portal administrator(s) can manage passwords, set up automatic notifications of password updates, and manage new documents.
Let the software do the heavy lifting and reporting requirements management for you. Have forms or content distributed across a group of clients with “on the fly” upload functions to distribute a form or document to a list of portal users. Upload and parse consolidated reports from your portfolio accounting software, exchange forms, and add e-signature requests. You can also use the portal as your virtual data room to share documents with GP’s and auditors.
Why wait for reports when your investors can check their account balances daily? Provide your investors with daily, weekly, monthly updates of their data using the built-in Data Exchange integration or the REST API. You can create a variety of different templates for specific groups of investors to display data in a variety of graphs and data formats. Get notified when documents are uploaded to the site by your investor or their advisors.
Quantify investor engagement with individual portal scores, monitor logins, downloads, and URLs clicked. Easily communicate via web chat or email.
Enhance overall investor satisfaction and help get your corporate message to investors by combining secure document delivery and data feeds with news feeds, videos, and web content.
Make sure that your investors see your company news and commentary to learn about new products with ease using our powerful tool without any web design or programming skill required.
A digital experience that simplifies client reporting, the process of managing forms, data, commentary, documents, statements, communications, and investor account updates.