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Platform

Secure investor portals

CRM-connected portals for secure valuations and document distribution.

Secure investor portals

Secure access

Authentication suite

Authentication suite

The full authentication and authorisation suite, including account creation, management and bulk on-boarding.

Multi-factor authentication

Multi-factor authentication

Data breaches happen when users reveal passwords. Enforce best security practices with two-factor authentication is in everyone’s interest.

CRM-connected

CRM-connected

We are data and CRM agnostic. Past the security layer, all customer information remains on your CRM, streamed in real-time as needed.

Penetration-tested

Penetration tested

Our platform has successfully passed multiple penetration tests at both application and infrastructure level.

Beautiful, personalised experience

Every pixel tells your story

Every pixel tells your story

No templates or paint-by-numbers design. Our UX experts will design a unique experience for your brand, from the ground up.

Interactive charting

Interactive charting

Swish, zoom, pinch, drill down and back up. The full palette of performance and breakdown charts interactive and in-motion.

Client servicing

Client servicing

From reports and valuations, to document libraries and secure messaging, the portal is a complete digital touchpoint with your customers.

Think global, speak local

Think global, speak local

From language and region detection to translation mechanisms, we support all the countries and languages you operate in.

Document management

Connect to repositories

Connect to repositories

Documents can be imported and tagged directly in the system, or sourced securely from 3rd party providers and other repositories.

Personalise for groups or individuals

Personalised experience

Create personalised libraries by tagging documents for individuals or filtering by contact status, location or function.

On-demand PDF

On-demand PDF

Branded, on-demand generation of fund factsheets, valuations , reports and other documents directly to PDF.

Audit and analytics

Audit and analytics

Track customer engagement by directly logging downloads and other activity on your CRM, or for reporting on PowerBI.