Investor Reporting Portal
InvestGlass investor portal solutions are the leading investor relations portals dedicated to financial reporting.
Create effective lead capture and content collection forms
Lead acquisition is expensive and time-consuming—there’s no way around it. But what if there were a way to get more leads without overspending your marketing budget? Enter InvestGlass. Our powerful Digital Form Builder can help you get more leads and turn them into conversions.
With our easy-to-use digital forms, with no code, you’ll be able to create a form and host it on your website. Forms can be hosted on your InvestGlass white-labelled platform. This is the perfect way to collect your investor’s feedback.
Documents electronic vault
Share documents with prospects and clients. The vault is connected to your CRM and will facilitate document distribution to companies’ members.
Via the portal, have your client share their documents with you. Documents are hosted on Swiss servers with an open-source technology. InvestGlass tools are hosted on a Swiss Server offering the best digital sovereignty – No CLOUD ACT 2018.
Creative teams will find the same google drive simplicity. Configure your portal to include the content that is important to you and your customers.
Automations for collaborative portal
InvestGlass automation offers the best online collaboration tool. Our easy to use automation will save you time and money. With the InvestGlass investor portal, you can automate the sending of solicitations and documents, configure email alerts for price changes, new funds or when a prospect or client is lost, and receive real-time notifications of comments on your investments.
With InvestGlass you can streamline workflows for subscriptions/ redemptions, capital calls, NAV allocations and distributions. The powerful automation will calculate returns, capital accounts and waterfall calculations.
Build your own investments marketplace
Present your investment collections and let click to book interest, and place a trade interest. InvestGlass intuitive interface offers a real-time investor platform.
Marketing teams will appreciate that the investment page is fully customisable. You can upload your dataroom, live financials and price quote via InvestGlass API.
Unlock performance and portfolio management
InvestGlass Portfolio Monitoring System (PMS) streamlines and automates all investment activities from data collection and standardization all the way to advanced analysis and investor reporting. InvestGlass is your unparalleled solution in alternative investment technologies and software.
Leverage InvestGlass Portfolio Monitoring system for ESG investment analysis.
The system captures and processes all the data you need for your analysis, from climate impact to voting records. ESG data refers to environmental, social, and governance data. This type of data can be used to assess a company’s impact on society and the environment, as well as its overall governance practices.
