Solution introduction
Scale up your team with command-and-control for your cloud apps
Intitive controls and intergations options, including content and document management, data flow, security and client management
Connect investor apps to any CRM, portfolio or fund management system. Automate on-boarding and other processes with custom form modules.
Let your team manage client access and content using an intuitive toolkit. Reach global audience with multiple languages and region-specific compliance features.
Scale up your team’s capacity with a collaborative environment, approval workflows, granular permissions and account ownership.
