Through InvestorFlow™ Portal investment management companies can create a highly-interactive and branded experience to support all of their investor communications and reporting. This software-as-a-service (SaaS) private extranet web application allows investment management companies to publish and distribute reports, tax information, capital calls, distribution letters, and announcement.
The proprietary core of InvestorFlow™ Portal is a
hosted application that provides security and administration, web-based
publishing and controls for document management and analytical
reporting, custom charting components for investment-oriented financial
data, and integrated print and/or PDF publishing.
InvestorFlow™ Portal integrates seamlessly with all other InvestorFlow™
modules and products and provides an easy-to-implement solution that
can be up and running without any additional investments in hardware,
software, or infrastructure.
Advantages of using InvestorFlow™ Portal
- Bespoke interfaces and rich functionality to create branded and personalized experiences
- Best in-class usability with predefined document organization
- Custom report creation and publishing functionality
- Intuitive management console with easy to use content controls