A successful relationship with investors relies on the implementation of a dedicated portal. This portal has become a prerequisite for many investors.
The Investor Portal allows you to provide data and documents in a complete and personalized manner. Investors benefit from a secure portal to easily access information without needing to contact asset management companies.
CV4's Investor Portal is used by many asset management companies. It is a recognized portal among users, both asset managers and investors. Over the years, it has established itself as a familiar tool for many investors.
CV4's Investor Portal enables the automated distribution of documents such as capital call letters and capital accounts. It also secures communication with investors, avoiding email exchanges.
Invetor Portal offers an extension for distributors and wealth managers to handle fundraising and subscriptions. It also allows distributors to subscribe to products marketed by the asset management company.
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