Easy to use and attractive portal for communicating, engaging and sharing information with investors.
Prepare materials in unison with service providers and advisors, and share these with investor community securely and easily with a click of a button.
Give investors access to interactive charts, graphs, and other tools to help them understand their investment performance. Give insights with ease.
Access accounts and capital balances, keep investors in the loop with requests and deadlines. Everything investors need for peace of mind.
Keep fund management operations and communications on track with transparent capital calls and distributions.
Localization of data in 25+ locations and GDPR and CCPA data privacy compliant. We understand that your data is important to you and regulatory requirements might require specific data location. We make this easy with 25+ locations to choose from.
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Intuitive and user-friendly interface, every interaction with the end-user in mind. Build, save and repeat. No engineering degree or IT team needed. Enable business and client facing teams to execute on their mandate without IT delays. Scalable processes and templates that can be leveraged across your business.
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Advanced permission management across the platform, within work environments and down to specific document and task level. Everyone in one environment, but only accessing resources that they need, when they need them. Managed with flexible roles that are scaleable and repeatable.
Localization of data in 25+ locations and GDPR and CCPA data privacy compliant. We understand that your data is important to you and regulatory requirements might require specific data location. We make this easy with 25+ locations to choose from.
Intuitive and user-friendly interface, every interaction with the end-user in mind. Build, save and repeat. No engineering degree or IT team needed. Enable business and client facing teams to execute on their mandate without IT delays. Scalable processes and templates that can be leveraged across your business.
Advanced permission management across the platform, within work environments and down to specific document and task level. Everyone in one environment, but only accessing resources that they need, when they need them. Managed with flexible roles that are scaleable and repeatable.
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