One Investor Portal.
Unlimited Investor Experiences.
Smart experiences, workflows and content designed to scale distribution and to simplify the investor services functions of global asset managers, private equity firms, real estate groups, hedge funds, credit, and funds of funds.
One Platform for Asset Management
The perfect portal to get you started and at the perfect price. Ideal for firms that do not have a portal, need something that they can quickly get off the ground and makes them look world class in front of investors. Includes all the workflows and tools to report and communicate.
It takes the Essentials Portal to the next level by adding CRM and performance dashboards. Handy for firms who want to get off Excel or other inefficient tools for contact and investor relationship management and become more professional in how they manage their firm and report.
The Enterprise Portal is for firms that need to go beyond the document and share charts and analysis, NAVs, cash flows, shares and calculate performance. It can connect to multiple back and middle office systems and gather data from third parties.