Focus on quality of content, rather than data entry and storage
Scale and accelerate investor relations. Replace manually intensive copy and paste exercise with our NLP algorithms in answering RFIs / RFPs / DDQs and periodic investor requests.

Make internal approvals easy
Collaborate with your legal, compliance and product SMEs to simplify information gathering and approval workflows.

Track team activity and decision making
Document all activity while tracking team member engagement, and ensure retention of institutional memory.

Consolidate scattered data and documents
Centralize pre-approved questions & answers, images, asset and performance data, documents in one digital location and resuse across multiple investor requests.

Modernize investor relations
Leverage a cloud based platform for easy access, searchability and intelligent tagging of documents and data.

Leverage engagement analytics
Across asset owners (pension plans, endowments, foundations, wealth funds, family offices, etc) and asset allocators (investment consultants, bank platforms, fund of funds, OCIOs, etc).