By hosting all information on our web-based platform, FIPPEX allows investment funds to put all relevant information in front of their investors easily. Tools like email, mobile access, and web conferencing, enable your investors to stay connected and engaged.
Reduce investor anxiety by allowing access to any and all relevant information whenever, wherever. Administrative functionality allows an investment fund to easily post and update information and make it securely available to investors and their designees.
Go 100% digital and eliminate or significantly reduce paper in your business. Share documents digitally, store them, and even allow prospective investors to sign documents electronically.
Cut the time it takes to process and distribute account statements to your clients. FIPPEX can automatically generate customer account statements (customized to your specifications), upload them to each investor’s profile, and then notify your customer that the new statements are available.
Not sure what your clients are looking at? FIPPEX allows you to track which documents are being accessed. Easily identify when users have logged in, and have this all integrated with our CRM.
With its customizable interface, FIPPEX allows funds to customize the look and feel of the interface to coincide with their own brand guidelines and existing website.