INVESTOR, FUND RAISING & EVENT MANAGEMENT PORTALS

AltaReturn’s suite of web portals provides everything you need to manage communication with investors in a secure and efficient manner. We provide portals for both prospective and existing investors as well as a general purpose event management portal for running corporate events such as investor days or AGM’s.

Investor Portals

  • STP for all investor correspondence
  • White label & fully customizable
  • Live reporting & dashboards
  • Seamless integration with your existing web presence

Fund Raising Portals

  • Virtual data room capability with document permissions
  • Track record reports & dashboards
  • Team biographies & fund information
  • On-line submission of subscription documents

Event Management Portals

  • Interface-driven event web site builder
  • Manage attendance & delegation
  • Automated personalised agendas
  • Manage travel & accommodation

DESCRIPTION

Investors are the lifeblood of your business, but they are demanding, and delivering the right level of service and support is key.  Providing them with relevant & accurate information in a timely and transparent manner is crucial to maintaining a strong relationship.  However, the execution of this goal can be time consuming, error prone and complex.

AltaReturn’s Portals let you deliver the kind of user experience your investors and future investors have come to expect and will demand.  Be creative and innovative in your approach to communication – present each investor with information that is pertinent to them; from the first welcome screen to individual drill-through dynamic reports, you can create exactly the kind of environment you want and make it as personalised as you wish.

Greater usage of mobile technology means investors need access to information on the move and the ability to consume data in a way which is meaningful for them. AltaReturn Portals liberate you to ensure that they can get the information they need regardless of device, time zone or location.  Additionally they can keep you updated on any changes of personal information.

Functions by client focus

  • Seamlessly integrate with your current web presence
  • Virtual Data Room (VDR) for fund raising due diligence
  • Static and dynamic reporting options
  • Data collection options with built-in workflow and approvals ensure your investors can keep their information up to date
  • Detailed and flexible security configuration
  • Video streaming capability
  • Management & administration features & reporting
  • Seamlessly integrate with your current web presence
  • Virtual Data Room (VDR) for fund raising due diligence
  • Static and dynamic reporting options
  • Data collection options with built-in workflow and approvals ensure your investors can keep their information up to date
  • Detailed and flexible security configuration
  • Video streaming capability
  • Management & administration features & reporting
  • Static and dynamic reporting options
  • Detailed and flexible security configuration
  • Management & administration features & reporting
  • Seamlessly integrate with your current web presence
  • Virtual Data Room (VDR) for fund raising due diligence
  • Static and dynamic reporting options
  • Management & administration features & reporting
  • Detailed and flexible security configuration
  • Data collection options with built-in workflow and approvals ensure your investors can keep their information up to date
  • Seamlessly integrate with your current web presence
  • Virtual Data Room (VDR) for fund raising due diligence
  • Static and dynamic reporting options
  • Management & administration features & reporting
  • Detailed and flexible security configuration
  • Data collection options with built-in workflow and approvals ensure your investors can keep their information up to date
  • Seamlessly integrate with your current web presence
  • Static and dynamic reporting options
  • Highly customizable and personalized investor welcome screens
  • Management & administration features & reporting
  • Data collection options with built-in workflow and approvals ensure your investors can keep their information up to date
  • Detailed and flexible security configuration

Have any questions? Ask our experts!