Engaging Investor Management Tools
DESCRIPTION
The Investor Management feature is designed to help fund managers and advisors streamline operations, improve reporting, and enhance investor engagement across multiple funds and vehicles.
Key Benefits
Engage Investors: Drive investor engagement and maintain participation with intuitive tools for managing relationships and investments.
Comprehensive Reporting: Provide investors with secure, permissioned access to performance reports, updates, and key documents through a branded, user-friendly portal.
Activity and Communication Tracking: Keep all investor-related information in one place, including commitments, communications, and investment details.
White-Labeled Portal: Deliver a professional, branded experience for investors, ensuring that all information is presented clearly and visually, tailored to your firm’s identity.
Use Cases
Family Offices
Family offices can use the Investor Management feature to centralize all investor interactions, track commitments, and ensure that performance reports and important files are easily accessible to family members and advisors, all through a secure, branded portal.
Advisors and Intermediaries
For advisors, the Investor Management feature enables efficient tracking of all investor activity and communications, ensuring that every client interaction is accounted for and that key stakeholders have access to the latest performance data and updates.
Available Plans
You’ll gain access to this feature in the following plans:
| Individual | Pro | Organization |
| – |  | |
Comparison
| Feature | Other Platforms | Clockwork |
| Centralized Document Storage | X | |
| Communication tools | X | |
| Permissioned sharing | X | |
| White-labeled Portal | X | |
