Investran Relationship Manager
Investran Relationship Manager helps your firm to facilitate investor relations, fundraising, investment pipeline management and portfolio monitoring. The tool
grants access to current or archived communications and can provide reports to key contacts at the click of a button. Additionally, you can
organize and streamline fundraising and responses to investor queries by consolidating all relevant information—including commitments, correspondence logs and capital account activity—into one centralized source.
Features
- Evaluates and manages investments with centralized due diligence and historical data tracking
- Offers “drill-down” capability to see a contact’s pertinent financial details
- Synchronizes contacts, calendar and tasks with Microsoft Outlook
- Mail-merges communications via e-mail, fax, or print and archive in contact history
Benefits
- Maintains communication ability with new and old contacts and business leads
- Maximizes effectiveness when used in conjunction with other Investran products
- Allows fast and cost effective information distribution to investors