When choosing an investor web destination solution, choose a software providing you with a soft, user-friendly experience for the two investment managers and the investors. Guarantee the platform support all types of property classes and investment buildings, and that it has flexible construction options to adapt to new requirements. It’s also important to guarantee the software has robust security actions, including data encryption, secure document storage, and user authentication protocols.
A scalable, user-friendly investor webpage will help you keep your investors content and will offer a competitive edge. It will also help you save time and assets by automating key operations such as distributing K-1s, notices, and reporting arguments. This will get back your team to spend additional time cultivating romances with potential new investors and sourcing fresh opportunities.
Unaggressive investors happen to be increasingly discerning and intralinks investor portal comprehensive review want to feel self-confident in the investment management organization they choose to assist. A classy investor webpage will increase the credibility and establish you as an industry leader with cutting-edge technology.
Give your LP’s and traders effortless entry to all their investment funds and affiliated documentation, with one get access. Streamline sales and marketing communications and records with a complete, investor-specific repository for statement, tax docs, capital calls, distributions, and provide for updates. Conveniently search, publish and shop documents within a repository which has a customizable file structure to cope with all your buyer credit reporting needs. Immediately split control data files in multiple, investor-specific documents to handle investment confirming with fewer staff hours and a reduced cost every transaction.