Automate the fund update process to save time and improve the client experience .
You can link all your fund-related files, no matter where they live, to our virtual ‘library’ that automatically emails updates to your clients when a fund document is changed.
Client P reference s.
Use a custom, branded preference center for your clients to choose the fund documents to follow – and how often – to keep on track of fund performance .
Email Distribution .
Automate the distribution of your documents based on client preferences … or go further and have us automate your entire client reporting process.
Share fund-related communication s to your clients when they want them.
Automatically send updates.
7 Tips to Stay Fit Without Exercising
Monday October 12, 2020
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Friday September 11, 2020
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Everyone wants to be fit. However, it could be hard to keep being one through workouts if you have a hectic schedule everyday. With the countless number of workloads, commitments and relationships that need your attention and time, you are usually forced to skip your workout. In order for you to not lose your progress […]
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Wednesday September 09, 2020
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