Information vs. wisdom
Many investors today focus the bulk of their attention on gathering information and data when it comes to manager assessment. From reading through documentation to the analysis of performance, investors certainly have their work cut out. But is this approach solid, or is it just scratching the surface?
Product updates: Streamlining user flow
We understand marketing your fund is hard, so we’ve been steadily improving FundPortal to make things easier. For this batch of updates, we’ve been paying particular attention to streamline how FundPortal integrates with your existing workflows.
Which of your prospects is most likely to invest in your fund? Now you can find out in a glance.
Presenting: Engagement level of your prospects!
– We have all the data, how can we use it in the most efficient way?
– Is there a way to know who is a ‘hot’ prospect?
– I have more than 2000 Investors in my database, how can I prioritize?
– If I had time to focus only on 2 prospects, who should they be?
Product updates: How to use your Fundportal to share user-specific documents
In FundPortal, you already had a very feature rich Fund Documents Room, in which each file is assigned a privilege level.
Starting today, FundPortal comes with investor-specific document vaults. You can now securely share Investor Balance Statements, signed NDAs, and more.
Navigating through new features of FundPortal 3.12
After months of an ongoing dialog with our customers, furious coding and indefinite testing we are proud to introduce the newest version of FundPortal 3.12.