Event management is an important aspect of how investment management companies establish and build robust relationships with investors. The time and resources required for successful event management is usually outside the scope of investment management companies’ daily activities. InvestorFlow™ Events allows investors to register for events, and for administrators to manage content, send invitations, track reservations, and generate various attendee reports.

InvestorFlow™ Events allows users in authorized roles access to add, edit, and delete content from an investment management company’s meeting microsite. This secure software-as-a-service (SaaS) private extranet web application consists of a core application framework developed by leveraging extensive knowledge and experience in investor communications, event registration, and business logic associated with practices and data common to the industry coupled with current best practices for developing secure web applications.

Advantages of using InvestorFlow™ Events

• Customized branding for every meeting
• User administration, including user uploads via Excel file and role-based permissions, content access, and event registration options
• Content management, including text editing, agenda management, and session management
• Email invitations and follow-ups
• Attendee reporting, including attendee lists, per-session attendance details, aggregate head counts, and special request reporting
• User activity logging/reporting