investor

Features

Providing all-in-one integrated solutions for non-digitalised business. Offering Virtual DataRoom, Investor Communication Tool, Paperless and Presence-less Onboarding and Powerful Business Intelligence.

Accredited investor

Accredited investor

  • Reduces manual paper filling and onboarding time
  • Access sensitive documents via secure platform
  • Visualises personalised portfolio information on interactive dashboards
  • Receives up-to-date notifications via automation
Investor relations team

Investor relations team

  • Reduces administrative overhead
  • Reach investors with marketing campaigns via Email/SMS/WhatsApp. Facilitates payment reconciliations with bank transfers.
  • Visualises personalised portfolio information on interactive dashboards
  • Facilitates payment reconciliations with bank transfers’
  • Secure and easy uploading of sensitive documents Easily track who read which documents
  • Mine insights from investors behaviour Segment investors to target/recommend products
  • Easily track who read(s?) which document’
Investor
  • Establishes signer’s identity via electronic secured documents/contracts. Sign with witness
  • Stores audit trail of confidentiality agreements accepted
  • Assures that documents are accessed only by/through authorised persons

Paperless/Presence-less Onboarding

Business Intelligence

Virtual DataRoom

Investor Relations Portal