INVESTOR RELATIONS
Simplify
investor
management
Trusted by 600+
customers worldwide
Investor management made
simple and professional
Access all investor data instantly
Easily find documents & investor information and track communications from one platform. Simplify and automate tasks for easier investor management.
Tailor your investor CRM
Customize your investor database with a powerful CRM for complete visibility into investor details, activities, and documents.
Promote transparency with the Investor Portal
Provide a fully branded, white-label portal for investors, ensuring transparency and a personalized experience.
Distribute personalized investor reports
Leverage the custom statement and auto-generate personalized investor reports, including distribution notices and NAV statements.
Simplify your fundraising process
Save time on fundraising with prospect management, public brochures, shared data rooms, and custom online subscriptions.
Who we serve
Leading the market in customer satisfaction
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