See how professional reporting and easy dashboard creation, driven with aggregated portfolio data, lets you create a personalized investor experience.
Our Investor Management module lets you organize your contacts and opportunities in one simple portal and prioritize your interaction to stay in touch easily and efficiently. Organize client profiles, tasks & appointments, leads & contacts, client onboarding, and more.
Start with our pre-built KYC approach or create a fully-customized form-driven experience to capture the detail you need from new investor clients. Then seamlessly integrate the results into your investment strategy.
Reach the next level with our world-class solution offering the best cost-benefit ratio. Leverage automation to create value quickly with built in functionality including commercial management, digital onboarding, automated rebalancing, order management, compliance rules, corporate event calculations, fees calculations, and much more.