Client Web Portalis an investor reporting system for alternative investment firms, for delivering documents and financial statements to your investors via the web.
You can post reports from the FundCount accounting system or other documents to a branded web portal that investors can securely access on a 24/7 basis.
- Around-the-clock secure access to reports and data for your investors & clients
- Streamline reports generation and distribution, remove costly printing and mailing tasks.
- Publish batches of reports (e.g. quarterly statements) with a push of a button, to the relevant accounts
- Seamless integration & data synchronization with FundCount's accounting and CRM systems makes it possible to publish up-to-date information with minimal effort.
FundCount CRMis a comprehensive investor/client relationship management system for fund managers and fund administrators which
enables you to proactively manage relations with your investors, clients and 3-rd parties, deliver client service of
the highest quality and automating your internal company workflows.
- Manage contact profiles & relationship information
- Track & access contact interactions & communications, including calls, e-mails, meetings, etc.
Fully integrated with MS Outlook.
- Document management and control. Knowledge Base.
- Do due diligence & compliance management. Anti Money-Laundering (AML), Know Your Client (KYC), BlackList, ERISA, etc.
- Track & manage opportunities in the sales pipeline, create and manage email campaigns
- Automate your team internal workflow processes
- Custom fields, custom views, custom modules
- Customizable reports & dashboards
- Seamless integration & data synchronization with FundCount's accounting and Client Web Portal systems
