Document Storage & Distribution
Document Storage and Distribution
Store and share all current and historical documents with clients and their investors from your personalized, secure vault that turns documents into data.
Everything is stored in a database designed to be securely shared with your employees, your fund manager clients, and with their investors
Upload documents in bulk and have them automatically tagged with industry-specific labels
Group documents according to needs, such as by fund, by investing entity, and more
Easily locate the document you’re looking for through our powerful tagging & filtering functionality