ON LINE COMMUNICATIONS PACKAGE

Compliance Reports
We provide you with a compliance manual template an employee manual template and all of the SEC required forms in digital format. Also, we provide digital filing cabinets to facilitate the compliant record keeping requirements of the SEC. The portal gathers and stores all of your accredited investor information, NAVs, prospective investor presentations and personal portfolio information and allows you to output or transmit them by date range in order to aid in compliance filings.

Custom design & copy
We’ll design your client portal to be unique and professional looking. The look and the content will be built especially for your firm.

Scalable to include multiple products
No matter how many products you offer, you’ll be able to feature them here. The original fee includes up to 3 products which can be on- shore, off-shore or a combination of both. Additional products can be added at reasonable cost.

Password protected client communications
All access to your site is password protected. The password system is hierarchical, meaning that each password is allowed access to only the portions of the site you choose. Therefore, a client will gain access to only his own portfolio and whatever other selected information you allow.

Open architecture can receive data from outside sources.
No matter who you use for your middle and back office functions, you can seamlessly retrieve your portfolio data whether it is provided in PDF, Excel or other formats.

The portal contains administrative modules for news, presentation, commentary & client data sections.
Whether we do it for you or you do it yourself, you’ll always have access to simple, easy to use admin modules that allow you generate reports, review data and update information.