Key Product Features
DOCUMENT AND DATA MANAGEMENT
Securely upload and share sensitive information from your firm with investors, leveraging secured access to documents and data through an intuitive investor relations portal.
INVESTOR PORTAL BRANDING
Tailor your portal and customize content in order to promote your own brand.
ACCESS MANAGEMENT AND CONTROLS
Control access and use of information by managing who gets to see and download information within the portal.
DYNAMIC DATA VISUALIZATION
Exceed the demands of the most sophisticated investors thanks to predefined business-centric widgets (e.g., capital account summaries, tables, charts and maps) and customizable dashboards.
MULTI-DEVICE
Enable your investors to access the portal with high-quality interfaces from any device thanks to a responsive design, flat user interface design, and mobile-first mindset.