Services / Investor Portal

Investor Portals

As your firm grows, we are agile and will scale with your investor relations platform. We are technology agnostic with the expertise to work in more than just one industry technology platform and can work with you to develop an integrated technology solution.

Services Include:

  • Investor portal management and maintenance
  • Auditing / audit trails / tracking
  • Security
  • Electronic reporting
  • Data / document retention
  • Compliance
  • Data room / marketing / fund raising (capability)
  • Dashboard / fund performance (capability)
  • Portfolio management tools
  • Onboarding and data integration
  • Wire instructions repository and secure upload for investors

Let's get started.

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