Key Features & Benefits
For Portfolio Companies and Fund Managers
- Track more information about your portfolio companies without adding headcount
- Improve the integrity and timeliness of data submissions
- Reduce time spent collecting and reconciling data
- Improve communication between all stakeholders:
- Portfolio Companies
- Investment Team
- The Back Office
- Investor Relations
- Clients/Investors
| 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 |
