SunGard DX

Investment Structure

Private Equity
Family Offices
Fund-of-Funds
Limited Partners
Real Estate
Venture Capital

Workflows

CRM
Investor Relations
Fundrasing
Deal Management & Portfolio Monitoring
Portfolio & Partnership Accounting
Reporting
Technology

Investran Products

Investran CRM
Investran Data Exchange

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Web-based Multi-directional Communications Portal for Secure Information Exchange

SunGard DX facilitates the fundraising, investment, portfolio monitoring, and client reporting process—expediting document preparation, collaboration, distribution, and archiving—by replacing physical meeting places with convenient, user-friendly, online data rooms. Secure, confidential, and cost-effective, SunGard DX offers 24/7 on-demand information access and an efficient means of collaboration.

The advent and evolution of the Internet have significantly changed the way documents are prepared, distributed, and archived. However, as more intelligence becomes readily available online, information management and security are growing concerns. SunGard DX helps fund mangers, investors, and portfolio companies, among others, communicate online with numerous global stakeholders simultaneously and confidentially. Through a customizable SunGard DX solution you can provide on-demand information access, while increasing productivity, reducing risk, and maintaining the highest level of security. 

  • Provide secure, 24/7, global, online access to important documents
  • Centralize multi-directional, multi-audience document collaboration and distribution
  • Manage content through a user-friendly administration console that offers an intuitive look and feel
  • Control information access using industry-standard communication protocols, including application layer authentication, password-protection, file encryption, Digital Rights Management (DRM), and document watermarking
  • Maintain your focus on your business; SunGard administers and manages the application on your behalf (ASP)
  • Reduce traveling and related expenses for potential buyers by hosting a virtual data room