Investor Portal
Enhance Investor Trust via Secure Portal for Reporting & Communication
Enhance Investor Trust via Secure Portal for Reporting & Communication
Elevate investor reporting & communication with a white-labelled investor portal ensuring efficient, compliant, and personalized investor experiences that drive trust and operational excellence. Provide LPs with a 360-degree view of performance metrics, reports, and documents. Fund managers can efficiently leverage the investor portal to streamline compliance & communication, set-up access rights, and resolve investor queries.
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Comprehensive Investor Portal
Comprehensive Investor Portal
A unified portal for investors with enhanced security features like two-factor authentication, 360-degree view of performance metrics, documents, communication, announcements, investor helpdesk and more. Access on page contextual help for the ease of navigation.
Centralized Repository
Centralized Repository
Secure centralized hub for all documents including investor notices, capital calls and reports for existing investors as well as fund raising. Utilize the simple and intuitive interface categorised into fund and investor level folders.
Email Communication
Email Communication
Enable investors with a fund-level consolidated view of all historical communication. Stay on top of all email communications from GPs with indicators to highlight unread emails in your inbox.
Investor Onboarding
Investor Onboarding
Onboard investors onto new funds. Investors can upload compliance documents such as KYC, FATCA, directly on the portal, and digitally sign with Docusign integration.
Real-time Analytics
Real-time Analytics
Gain insights into fund status by analyzing key investor and fund level performance metrics in real-time such as Fund Performance Summary, Investor D/D Summary (tables), Fund Raising Funnel Analysis, JCurve Analysis, etc.
Self-Service Investor Help Desk
Self-Service Investor Help Desk
Empower investors with a powerful self-service help desk wherein investor can raise a support request and have an oversight of the status of all the requests raised.
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