Features

New in 2.0

Four levels of user-based permissioning (Read-only, Standard, Executive and Administrator) govern access to system functions.

Create multiple subscriptions under a single investor.

Separate distribution lists for each subscription – indicate whether recipient is included on financial correspondence, general correspondence, or both.

Enhanced document management – attach documents to subscriptions, transactions, and notes.

40% performance improvement in mail merge and email correspondence.

Dynamic contact groups are automatically updated as you add contacts or investors.

Other Features

Contact Management

Add contacts and correspondence from Microsoft Outlook at the click of a button

Tag “hot leads” for marketing and follow up

Assign priorities, initial and total subscription targets

Build complex links between contacts, investors, subscribers and funds

Prospecting and marketing management

Communications

Log all correspondence, phone calls, and meetings with investors and prospects

Automatically generate and distribute personalized email, fax, and mail communications using Microsoft Word.

Review client history quickly and easily

Workflow

Assign and schedule follow-up tasks for prospects and subscribers

Integrate tasks and events from Microsoft Outlook

Track subscriptions and redemptions

Support multiple investor agreements, side letters and terms

Integrate with third-party accounting and financial systems

Implement compliance procedures

Reporting

Run more than 30 pre-configured reports in Microsoft Excel, including Blue Sky, Prospect, Fund Financials, Fund Transactions, Liquidity Risk, Contacts, Companies and Subscriber reports

Modify pre-configured reports to suit your needs or build your own in Excel or Access

Automated performance reporting