Next-Gen Investor Relations with (IFM)
A single, connected, system of record
With a single 'source of truth' you can ensure that every activity you need to undertake as an investor relations function, is captured, is auditable and is uniquely tied to every investor or entity.
An industry leading investor portal
Give your investors 24x7 access to your own branded investor portal. Make it easy for them to self-service, access their investments, documents, and easily make new investments with your firm.
Streamline investor enablement with digital onboarding and eSubscriptions
Let's take your complex onboarding and subscription management processes and convert them into streamlined workflows that are digital end-to-end.