Relationships and efficient communication with investors are absolutely critical and we are passionate about supporting and enhancing those relationships for our clients. Investor services is an integral part of our Fund Solution. We follow a robust investor due diligence process to ensure that your fund and entity remains compliant with AML regulations in the relevant jurisdiction.
We know investors want transparency, and we facilitate that transparency to support your relationship by giving them access to our secure cloud-based portals, giving investors peace of mind through the ability to access their information anytime, anywhere and from any device.
Our connected technology solutions expedites and simplifies daily investment management tasks such as distributing secure notices, financial statements and investor reports accessed through secure cloud based investor portals. We offer dynamic reporting and data rooms for fund raising; ultimately, we help our clients improve the ability to be transparent with investors while simultaneously enhancing efficiencies.