Investor Communication Solutions
Centralized Client & Investment Management
Easily manage the investment process, investor communications, documents and notifications through a single interface.
Out-of-the-box tools to manage the investment process, communications, documents, and notifications through a single interface.
Automate and simplify your reporting requirements & reduce risk by leveraging an auditable set of workflows.
Customizable email notification templates for different document types.
Accountable audit trails of client & document interactions.