Add a new dimension of efficiency and control to the fundraising process with Investran Relationship Manager and SunGard DX. Use Investran Relationship Manager in conjunction with SunGard DX to streamline your front-office fundraising tasks and centralize the management of prospect and investor contact data.

During the fundraising process, Investran Relationship Manager tracks each prospect as an opportunity, stores detailed contact information, and archives correspondence, while SunGard DX delivers important fundraising documents to your prospects through a customizable web interface and provides you with the tools to monitor activity and gauge the level of investor interest.

At the end of the fundraising process, seamlessly convert your prospects into investors, introducing them into the portfolio structure, and utilize the platform for investor reporting and data capture.