Key Features & Benefits
- 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 |
Data Exchange |
Data Exchange with Investran |
| Folder and Document Level Security |
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| Digital Rights Management |
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| Watermarking |
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| Website Private Labeling |
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| File Parsing |
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| Customizable Email Notifications |
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| Workflow based Document Publishing |
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| Automated Index Creation |
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| Batch File Uploading and Downloading |
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| Audit Reporting by Document and by User |
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| Customizable Reporting with Crystal and MS Office |
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| Real-Time Reporting from Back Office System |
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| Web Portal eForms and Workflow Solutions |
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