Workflows

Customer Relationship Management

Investran provides a web-based state-of-the art, relationship management system, designed to meet the needs of the alternative assets industry. Built for ease of use and efficiency, Investran’s integrated workflow eliminates time-consuming tasks, such as searching through spreadsheets, emails and databases, helping to improve overall productivity. Investran's CRM capabilities streamline the exchange of information throughout firms by connecting the front-middle- and back office operations. Whether fundraising, evaluating new deals, or monitoring your portfolio, Investran gives users the power to perform at a higher level.

• Front-office users can leverage real-time data from Investran Accounting, such as commitments, capital balances and financial statements, in a CRM-context.
• View full investment, investor or fund history at-a-glance, including: meetings, notes, e-mails, documents, account transactions, and relationships.
• Link email messages to investor, investment, or fund records.
• Track your capital raising and investment pipeline with Investran Opportunities Seamlessly synchronize information with Outlook and Exchange.
• Generate and easily distribute account statements and other account documents.
• Track fund, investor or share class liquidity and fee terms
• Control security with user-level access rights for sensitive information within your organization.