Giving investors & advisors the intuitive features they expect

Fund ToolsWe’ve been building secure investor portals for a long time. As our technology platform grows, so does the feature set that we have developed along the way – we’ve put together some of those features into a gallery to give you an idea of how we have been improving the user experience for investors and advisors.

Examples include:

  • Dashboards: interactive charts & tables
  • Custom reports: filters & exports
  • Documents: organizing & sharing
  • Security: multi-factor authentication & login features
  • Administration: emulation & messaging

Please fill in the form to view the features.

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