Fund Managers 2017-01-05T20:10:09+00:00

Fund Managers

Relationships

Improve your level of service and relationships with your investors.

Make it easier for your investors to keep up-to-date on their investments

Digital reports designed specifically for alternative investments that can be viewed on an account as well as a portfolio basis

Streamline the capture & upkeep of key investor information

Fund & Investor Profile CRM functionality to populate and update key information

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