Sales & Marketing

  • Track your prospective investor pipeline via customizable, drag-and-drop grid for enhanced sales forecasting by date, stage and other factors 

  • Monitor sales activities, capturing all opportunity interactions, marketing emails and related follow-up tasks in one place 

  • Easily manage distribution lists for more targeted email communication and prospecting


  • Complete Outlook® integration - file emails and documents, synchronize contacts, calendars, and tasks. Emails, contacts and calendar synchronization available for G Suite® users as well
  • Utilize duplicate checking features to easily manage and maintain data integrity 

  • Increase productivity and collaboration by centralizing all client and partner activities, documents and interactions

Compliance & Reporting

  • Utilize insightful email analytics to analyze the success of marketing campaigns and monitor any sensitive information misuse 
  • Archive all investor and prospect communication, meetings and documents in one system
  •  Leverage comprehensive reporting built for the asset management industry to satisfy regulatory and investor requirements