• "Having all of our investor data and correspondence in one place has been a game-changer for us. Previously, we were using multiple spreadsheets and regular email to manage our investor relationships. Knowing all information and having contact with investors in one place allows me to sleep at night. Also, love the reporting and group email features."

    Hedge Fund

  • "Provides Seven Bridges client easy access to documents we share with them, plus the dynamic aspects of our website allows them to see their asset allocation summary and details. Additionally the Admin functions and MFA are very useful as an adminstrator of the platform."

    OCIO

     

  • "The email syncing is a huge game-changer because all the emails are now in one place, and they can be easily shared with other members on our team."

    Software Firm

  • “I use Clienteer because this establishes my relationship with my clients. The software has a great platform designed for people like me and others who work in hedge funds & banking institutions who need help in dealing with investor relations and other related finance administration. This software lets me view my client's portfolios and track our developments.”

    Hedge Fund

  • WebVision has freed me up from a lot of manual work - whether it's communication with investors, posting returns and documents or sharing commentary - the platform enables us to automate our communication.

    Hedge Fund

  • "We use Synap to manage our customer relationships because it easily allows us to share all of the email traffic to the people who need to see it. WE found Synap to be incredibly user friendly and incredibly customizable for our needs. We use Synap to manage our account planning and sales opportunities." 

    Software Firm

  • "I've found support for the product to be very good - quick response times and provide good feedback/answers to questions."

    Hedge Fund

  • "The software is easy to use but if there is ever an issue, the customer service is very good. They respond right away and are always willing to do a screen share so they can experience what the user is experiencing."

    Hedge Fund

  • "I really like the visibility Synap gives me into everything we do and how it automatically creates a client narrative anyone can absorb quickly."

    Software Firm 

  • "It's always evolving based on client feedback, which is great! We set our version up to match our exact needs and it's been very helpful."

    Hedge Fund

  • "Easy to use and build out with a great team who are willing to go above and beyond."

    Hedge Fund

  • "Our customer onboardings are very high-touch and require us to respond quickly. Synap makes perfect sense for us during this critical phase of our customer engagements."

    Software Firm