WebVision is deployable as a fund or investor reporting module connected to an existing website, or as a stand-alone custom site built from the ground up for you by Imagineer’s in-house design services team.  All investor and prospect communications can be automated through this powerful and secure online tool. WebVision can stand on its own, taking data imports from proprietary or other CRM tools, or be fully integrated with Clienteer or Synap for even higher levels of control and automation.

Improve Client Engagement

  • Tailor content and resources including documents, videos, fund performance graphs and commentary to more effectively engage with each client.

  • Automate communications by posting new content and documents and letting WebVision do the work of sending notifications to permissioned users and monitoring client engagement.

  • Give investors on-demand access to historical fund and account performance information and leverage reports showing who has accessed it, helping your team focus on the right accounts at the right time.

  • Utilize the integrated fiveblocks reputation management platform to analyze and monitor user activities, monitor your digital reputation, and build your brand.

Drive Fund Marketing

  • Drive traffic to your website by posting content, webinars, and video or audio casts.
  • Leverage built-in event management tools for automating registration, notifications, and attendee tracking for your events and investor days.
  • Know what information resonates with website visitors and which prospects are the most engaged, empowering your sales team to intelligently target their most interested prospects.
  • Take advantage of the native integration between WebVision and Clienteer to organize campaigns, connect with prospects, and share content for marketing roadshows.

Improve Client On-boarding

  • Establish transparency by providing new investors secure access to any relevant website commentary, reports and documents right off the bat.
  • Modernize your client on-boarding process for offering letters, subscription documents and any KYC and AML documents with electronic access and Docusign® integration.
  • Maintain accurate data by providing investors the ability to update their important profile information including contact details, wiring instructions, tax IDs, and more online, securely pushing the information to Clienteer.
  • Manage new user site access through an easy-to-use and customizable site registration form with relevant approvals.

Advanced Security

  • Never fear an SEC audit thanks to WebVision’s optional Webshot tool which provides point-in-time audits of your website’s content.
  • Secure your most sensitive information behind login with fully integrated Two-factor Authentication, Single-sign-on and Digital Rights Management (DRM) solutions.
  • Tackle AIFMD, GDPR and other regulatory requirements head on with country specific disclaimers and granular website permissions.
  • Enable IP address monitoring to receive security notifications based on website traffic.

+Frequently Used Add-ons:

  • WatchDox Digital Rights Management (DRM)

    Secure your proprietary information with direct WatchDox Digital Rights Management (DRM) integration. DRM enables firms to limit viewers ability to copy, print, save and screen capture PDF documents and reports.  

  • Watermarking

    Prevent the unwanted distribution of sensitive fund, account and firm documents with on the fly, customizable PDF watermarking for all website documents. 

  • 2 Factor Authentication & Single Sign On (SSO)

    Make your user and website admin logins more secure by deploying 2 factor authentication or Single Sign On (SSO).

  • Webshot

    Capture a full website audit, including post-login pages, on a nightly basis ensuring your firm is prepared for any regulatory audit.  

  • DocuSign®

    Allow users to distribute and complete documentation right through your branded website. Users can sign documents, view terms and conditions, and receive e-mail confirmations all with a few clicks of a button. 

  • Design Services

    Need to update or improve your branding or website? Leverage our seasoned, in-house design team to create the right look for your firm!