Automate the fund update process to save time and improve the client experience.

Automate the fund update process to save time and improve the client experience .
Document Library.
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.

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Thursday September 10, 2020

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