Effectively managing investor contacts and communications can be a time-consuming and error-prone task, especially when dealing with a large number of investors. To ensure accuracy, it's essential to have the right tools and processes in place. Without proper tools, mistakes such as sending out communications to the wrong people or with incorrect information can easily occur, resulting in serious issues, including data breaches.
Improve your investor contact management and communication processes with CRM, a centralized and streamlined solution. CRM is used in conjunction with the Investor Portal; this solution pairing can be used with or without Alter Domus Fund Administration services. The platform offers robust approval workflows for adding new contacts and posting documents to the Investor Portal, ensuring that only authorized individuals have access to sensitive information and reducing the risk of data breaches or other security issues.
By using a secure, centralized platform to manage investor data and relationships, fund managers can enhance transparency and communication, build stronger relationships with their investors, and drive long-term success.
Send emails to your investors and post documents to the investor portal. Each communication is safeguarded by an approval process before being released.
Automatically match investor documents to the right investor account.
Create and manage email templates by document type to ensure a consistent structure. Add merge fields to insert recipient-specific information.
Grant investor contacts access to the Investor Portal and configure their access to dashboard features and document folders.
Approve contacts that are added before access is granted to ensure only authorized individuals have access to the portal.
Track investor activity and engagement including the last time users logged in and which documents they have viewed and/or downloaded with audit timestamps.