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