Document Management: Simplify the process of investor communications and document delivery, including prospectuses, performance reports and more. An audit trail tracks in-house administrative users who upload documents and which investors are downloading them. Automated feeds can establish secure connections with administrators to further reduce overhead.

Document Stamper: Watermark every page of a PDF. This feature enables firms to track the origin of documents that may have been inadvertently circulated.

Customized Reporting: Produce reports your investors require in formats that are comfortable and easy to comprehend.

Report Manager: Upload large amounts of data as simply as attaching a document to an email. The data can then be formatted and manipulated to produce informative and easy to read reports right on the web page. With interactive graphs that match your branded web portal.

On Screen Editing: Basic site content can quickly be edited on screen, no switching between your web portal and the administrative portal. Simply click into the site and make changes.