Automate the fund update process to save time, drive up quality and improve the client experience.

Document Library

Don’t worry about yet another place to upload your documents and eat up time. 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 Preferences

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

Automation the distribution of your documents based on client preferences. Or go further and have us automate your entire client reporting process.

Share fund-related communications to your clients when they want them.