Instead of throwing countless dollars and man-hours into printing and mailing extensive presentations, only to wonder if they are even being read, FIPPEX gives you the tools to work more efficiently. With FIPPEX, the whole process is simplified. Easily upload presentations and have your investors notified immediately. Improve security, compliance and turnaround times with electronic signatures. What’s more, you can track if, when, and who read what making it easier to identify opportunities to follow-up or manage timelines. And with a dynamic broker dealer management system FIPPEX raises the bar on raising capital.

Whether you are raising capital or handling existing investors, the way you oversee your client relationships speaks volumes about your organization. FIPPEX’s CRM is fully integrated into our Capital Raising and Investor Relations solutions so you can easily track and access information about current and potential clients. Unlike other CRMs that are inflated address books or have rudimentary tools, our specialized CRM allows you to automatically manage the more complex investment fund/client relationships. Use your time more productively by letting FIPPEX’s CRM help take care of your most important investment.

Today’s investors want open information and maximum flexibility in the way they view and manage their investments. Operating from multiple locations, in different time zones and using online tools, modern investors need more efficiency, more transparency, and most of all, more accessibility.

That’s why our web-based system streamlines the way you communicate with your investors by putting all of the information they need right at their fingertips. Seven days a week, 24 hours a day. Saving time and money for you and providing investors secure and timely access.

With FIPPEX’s electronic funds transfer platform, you can go one step further in streamlining the labor-intensive activity of distributions and capital calls. By managing the Automated Clearing House (ACH) process, FIPPEX can securely and directly deposit distributions to your investors essentially eliminating the need for more printing and postage. You can also more effectively manage and track investor contributions to their accounts right through the FIPPEX platform using ACH transfer.