Key Features
Consolidation of information concerning campaigns, leads, subscriptions, investments, class & NAV on a single screen
Real-time collaborative access to all information
Easily recover all transaction records
Prioritise access to data thanks to management of authorisation by role and profile
Simplified user interface and access to all data from a computer or mobile device
Automatic, dynamic reports which summarise the essential information concerning fund activity
Fast and automatic uploading of the fund positioning periodic review file