Customer realtionship ManagemeNt

The CRM that's tailor-made
for you

It’s designed to help you manage your assets and engage your investors.

Document Security

Two layers of security to protect files and ensure the correct users have access to the right uploaded files.

Investors and Prospects

Manage your contacts, entities, ownership data, and distributions in one centralized location, which your team can access and update.

Document Management

Create a secure online hub for all your shared documents and records so your team members and investors stay connected.

Fully Customizable CRM

We understand that no two companies are alike, that's why we let you choose the CRM fields that meet your business needs.

Filesystem Timeframe

Specify your preferred uploaded document timeframe for individual investment files, bulk investment file uploads, and statements.

Sensr Portal has an excellent user experience. The portal provides a clean, simple way for investors to access their needed data, statements and documents for multiple investments. That in combination with their competitive pricing put them over the top for us

Erik Loptson
Western Wealth Capital
$2.3 Billion AUM

Talk to a Product Expert

We can show you how to take your investor relations to the next level
Book a Demo
Investor portals for the alternative asset industry. Streamline the fund lifecycle, from fundraising to capital calls, data reporting and communications.
Gen II Tech, LLC
805 Third Avenue, 24th Floor
New York, NY 1002
(877) 202-0806

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