Optimize Investor Relations
Nurture & grow investor relationships by proactively managing and reporting on capital account activities –subscriptions, redemptions, capital calls, and more – in a single place.
Data-Driven Fund Marketing & Sales
Streamline your capital raising activities and gain deeper insights into your prospective clients by measuring interactions.
Power your CRM by effortlessly capturing new contacts, emails, calendar appointments, and more via feature-rich Outlook®, Exchange® and G Suite®.
Built in compliance features that support your business needs: user permission roles, investor regulatory tracking, full system audit and document watermarking and password protection.