Two layers of security to protect files and ensure the correct users have access to the right uploaded files.
Manage your contacts, entities, ownership data, and distributions in one centralized location, which your team can access and update.
Create a secure online hub for all your shared documents and records so your team members and investors stay connected.
We understand that no two companies are alike, that's why we let you choose the CRM fields that meet your business needs.
Specify your preferred uploaded document timeframe for individual investment files, bulk investment file uploads, and statements.
