Investor Relationship Management 2017-01-05T20:12:10+00:00

Fund & Investor Profiles

Profiles
Documents

Our investor relationship management, designed specifically for the alternative investment industry, connects fund administrators, fund managers, and investors.

Enable your fund manager clients to better track & cultivate prospective investors

Offer your clients a tool that helps them better identify and track prospective fund investments across a sales pipeline

Fund profile management

Store all the details about the fund – everything to complete investments, manage the fund operations, and report to employees, fund manager clients, and their investors

Investor profile management

Store all of your investor’s contact & subscription-level information in one place

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