InvestorFlow™ CMS, a software-as-a-service (SaaS) private extranet web application, provides clients with a cost-effective, flexible means of managing web content, as well as an enhanced structure for displaying, filtering, and cross-referencing team, investment, and news related information. Homepage content areas can also be configured to include news items, portfolio related information, or custom content and contain a variety of add-on modules that allow firms to manage documents, e-mail campaigns, and any multi-language integration needs.

The InvestorFlow™ CMS document management application allows clients to upload and provide custom watermarking of any downloadable PDF documents. All document registrations and downloads are tracked by the system, and custom reports are available via the administrative interface, as well as through a set of Excel export reports.

InvestorFlow™ CMS administrative interface provides clients with a comprehensive platform for managing all applicable web site content. With multi-tiered security and a permissions based model, clients can assign different levels of editing and publishing access to administrative user accounts. InvestorFlow™ CMS allows clients to preview and obtain departmental approval for any change prior to publishing content to the live environment.

Advantages of using InvestorFlow™ CMS

• Manage, display, filter, and cross-reference digital content with one tool
• Post, watermark, distribute, and track all documents
• Assign different levels of editing and publishing access to administrative user accounts through a multi-tiered security and permissions based model