Investor Communications Systems for Client Relationship Management
Tools for managing mass communications, newsletters, webinars, and other content distribution to clients and prospects, often with tracking and analytics capabilities.
Other Client Relationship Management
End-to-end investor communications platform that streamlines proxy voting, regulatory communications, and financial reporting. Includes digital communication tools, analytics, and compliance tracking specifically tailored for fund managers.
Comprehensive investor communications platform integrated with fund accounting and administration. Features regulatory document management, investor portal access, automated reporting, and document distribution capabilities.
Specialized CRM system for fund managers with integrated investor communications tools. Provides automated reporting, document distribution, investor portal access, and compliance tracking in a single platform.
Comprehensive investor communications platform with proxy management, shareholder meeting solutions, regulatory communications, and digital delivery tools. Includes analytics dashboard and compliance monitoring.
Integrated investor communications platform with document sharing, performance reporting, portfolio analytics, and client engagement tools. Includes secure messaging, automated reporting, and customizable dashboards for fund investors.
Designed for secure document sharing and investor communications, Intralinks Virtual Data Room facilitates the management of sensitive documents, provides full auditing capabilities, and ensures compliance with regulations.
An investment management solution that features client relationship management tools, integrated with front-to-back office functionalities for comprehensive financial management.
Provides strategic advisory and investment management services, focusing on optimizing investment portfolios and enhancing client relationship management.
Solutions for regulatory mailings, proxy voting, electronic delivery, document management, client portals, digital engagement, and reporting for fund management and investor relations.
Offers advanced investor communications including reporting, CRM, regulatory documents distribution, secure portals and automated workflows, with integrated KYC and AML features.
Cloud-based portal providing investors with self-service access to key fund documents, communications, capital statements, and performance reports; supports secure, real-time engagement.
