Investor Connect

What is Investor Connect ?

Investor Connect makes portfolio insights more accessible than ever

A comprehensive web-based portal for investment analysis and report distribution.

Investor's on-demand access

Increase investor confidence

Reduce manual reporting processes

Investor Connect Features

Anytime, anywhere access

No more urgent calls from investors requesting financial reports that require the team to manually consolidate the data.

Investor-specific panels

Offer your investors a customer-branded portal with visibility into key investment performance metrics, including contributions, distributions, returns, trends, and more.

Flexible reporting

Investors can filter the report data for a flexible view of their investments, without having to request customized ad hoc reports from their company.

Transparency

With drill-down capabilities in ownership-level analytics, investors gain full transparency into the fund's data and performance.

Advantages of Investor Connect

Increase investor confidence with timely access to investment performance.

Attract potential investors with a comprehensive investor relations portal.

Eliminate repetitive manual processes and deliver information to investors faster.

Gain valuable insight into investor adoption and use to improve customer satisfaction.

Increase portfolio visibility by including property-level details to provide a broader view.

Tailor access to the investor's specific needs, including supporting documentation.

System Requirements:

CPU: 1.8 GHz dual core processor

RAM: 2 GB

HDD/SSD: 50 GB of free space on main drive

Operating system: Microsoft Windows 10, Microsoft Windows 8 32-bit, Microsoft Windows 7 32-bit, and Microsoft Windows Vista 32-bit

Resolution: 1024×768

Supported Operating Systems

Mac OS X 10.5x (Leopard), Mac OS X 10.6 (Snow Leopard), Mac OS X 10.7 (Lion), Mac OS X 10.7 (Mountain Lion), OS X 10.9 (Mavericks), and Mac OS X 10.10 (Yosemite)

Hardware requirements

Memory - 1 GB RAM and more

Free disk space - 50 MB

System type - 32-bit and 64-bit OS