For firms with an existing Investor Portal, Finomial offers seamless single-sign on, for a cohesive client experience.
Finomial’s Investor Portal is the ideal solution for providing direct personalized information to all your investors. The investor portal enables performance reporting, automated transactions, and investor action items. It consolidates all your investor compliance activities into a user friendly task list – meaning one portal for all your data, documents and workflows for all your meaningful real-time interactions.
A modern investor portal facilitates self-service, reduces errors, speeds workflows, and helps you market new products.
Deliver performance reports, track delivery and read-status through a collaborative platform
Enable investors to complete compliance tasks on a streamlined, digital platform
Review and monitor investment status across multiple funds
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