Key Features & Benefits
Benefits for Fund Managers and Placement Agents
- Streamline the private placement memorandum development and approval process by collaborating online with fund managers and attorneys
- Control information distribution throughout your marketing cycle; continually narrow participant access to documentation as you move from pre-marketing to due diligence to road show
- Use audit reports at the user and document levels to monitor investor interest
- Publish multiple investor-specific due diligence questionnaires simultaneously
- Make historical information available to prospects, including quarterly reports, investment memorandums, and portfolio summaries
- Watermark your documents to protect them from forwarding and unauthorized distribution
| Key Features | SunGard DX | SunGard DX with Investran |
| Folder and Document Level Security | a | a |
| Digital Rights Management | a | a |
| Watermarking | a | a |
| Website Private Labeling | a | a |
| File Parsing | a | a |
| Customizable Email Notifications | a | a |
| Workflow based Document Publishing | a | a |
| Automated Index Creation | a | a |
| Batch File Uploading and Downloading | a | a |
| Audit Reporting by Document and by User | a | a |
| Customizable Reporting with Crystal and MS Office | | a |
| Real-Time Reporting from Back Office System | | a |
| Web Portal eForms and Workflow Solutions | | a |
