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Investor Portal
Improve client service by providing secure online access to investor-related materials, ensuring efficient data handling
"Our clients are more technology savvy than ever before and expect immediate access to reports and documents. FundCount Online Portal is just one example of how FundCount continues to stay one step ahead of our needs."
Benefits
Instant access to vital data
Use FundCount’s investor portal software for centralized client-data management. Swiftly access key documents and utilize a simple dashboard for a quick view of NAV and other data points, driving up client satisfaction.
Safety and traceability
Use the maker-checker concept to release important documents and messages to clients. Secure data with high-end bank-level encryption, and ensure data privacy with GDPR compliance.
Seamless system integration
Integrate the Investor Portal seamlessly with FundCount’s back-office accounting. Adopt a multi-tiered approval process for data precision. Ensure the Portal can sync with any data source, enabling bidirectional investment communication.
Personalized for investor requirements
Capitalize on investor management software to provide tailored information promptly, automate sending allocations and statements to investors, create device-friendly reports and share them via email or a custom site, and tailor communications to investor preferences.
Request a Live Demo
See FundCount’s integrated accounting and reporting solution in action!
