Improve interactions and communication with investors

Easy to use and attractive portal for communicating, engaging and sharing information with investors.

See for yourself

Take the effort out of sharing information

Prepare materials in unison with service providers and advisors, and share these with investor community securely and easily with a click of a button.

Enable self-service reporting that minimizes requests

Give investors access to interactive charts, graphs, and other tools to help them understand their investment performance. Give insights with ease.

Keep investors up-to-date with fund updates and upcoming events

Access accounts and capital balances, keep investors in the loop with requests and deadlines. Everything investors need for peace of mind.

Effortlessly manage capital calls and distributions

Keep fund management operations and communications on track with transparent capital calls and distributions.

Data localization

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.

No-code flexibility

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.

Intuitive permission

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.

Data localization

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.

No-code flexibility

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.

Intuitive permission

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.