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Investor Management Services

Name: Investor Management Services
Rating: 4.5 (2 reviews)

By Investor Management Services

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Highlights : About Investor Management Services

Investor Portal and Dashboards

Distribution Waterfall

Document Management

Investor Statements

Commitments and Capital Calls

About Investor Management Services

Investor Management Services is a cloud-based platform, which assists real estate investment firms with customer relationship and document management. It includes distribution workflow, investor dashboard, request tracking and email templates. The application enables users to store contact information, create investor profiles and monitor asset type preferences, regional preferences and investment criteria for multiple clients. Team members can use the waterfall calculator to create rule-based workflows for distribution calculation and export NACHA files to process payments. Additionally, investors can access the dashboard to view real-time investment positions, historical distribution data and customizable performance metrics.

Specifications

Business Size

Small

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Investor Portal and Dashboards

Raise Equity Faster

Manage and Communicate with Investors at Scale

Contact Management

Bulk Email

Investor Engagement

Dynamic Contact Lists

Distribution Waterfall

Reduce Time to Calculate Distributions

Track Distributions Efficiently

Modernize Your Workflow

Maintain Control Over Distributions

Customize for Your Unique Business

DOCUMENT MANAGEMENT

Manage Asset Documents

Publish Statements

Capture e-Signatures

Investor Statements

Commitments and Capital Calls

Benifits

Reduce Time To Calculate Distributions

Improve Investor Transparency

Decrease Investor Support Time

Raise Equity Faster

Secure Your Investor Data

Optimized Onboarding Process

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