One Investor Portal for Distribution, Reporting & Investor Services
Scale DistributionsPlace technology at the center of your distributions strategy with interactive fund raising dashboards, digital signatures and investment recommendations.
Report like the ProsAggregate reporting across all accounts and asset classes with investor-specific performance calculations.
Simplify Investor ServicesCreate personalized alerts and email notifications and allow investors to update account information and upload regulatory documents.
Scale Your Distribution and Improve Retention
Specifically designed for global asset managers, private equity firms, real estate groups, hedge funds, credit, and funds of funds.
Create a brand-centric experience with intuitive and easy-to-use features to enhance distribution and to improve efficiency.
Develop smart and investor-friendly workflows that integrate with your enterprise to manage investor communications and services.
Personalize and Control Your Communications