Offer your teams and investors the best solution on the market
70%
productivity gains, to process more files more efficiently
90%
fewer rejected applications, thanks to onboarding perfectly adapted to each investor profile
Digitalize your investors relation
at 100%
Subscriptions
150
+70 registrations this month
Amount subscribed
£80,356.11
+ 11,36% this week
Pending commissions
€3,565.86
+ 16,89% this week
Proven results
70%
more productivity
90%
fewer errors in your subscriptions
75%
faster for the investor
100%
compliant with regulations
Onboard
- Management dashboards and statistics (acquisitions, subscriptions, redemptions, etc.)
- Follow-up of your investors' activity (onboarding status, signature...)
- Distributor management (contracts, retrocessions, etc.)
- Import and export your business data
Manage your funds
- Collection and production of reports
- Manage your cash calls, distributions and capital accounts
- Managing your vehicles' accounting documents
- A fine, secure document library
Communicate and engage
- Dedicated investor and distributor areas
- Independent monitoring of portfolio and performance
- Management of administrative documentation and reporting
- Communication with your investors and distributors (news, emailings, SMS, invitations, surveys, etc.).
- Management of periodic KYC checks and data changes
Value your data
- Management dashboards and statistics (acquisitions, subscriptions, redemptions, etc.)
- Follow-up of your investors' activity (onboarding status, signature...)
- Distributor management (contracts, retrocessions, etc.)
- Import and export your business data
They use Investhub daily
