Secure, efficient client communication
See how you can streamline your Client and Investor Communication process while adding efficiency and security.
Reduce reliance on inefficient methods like email and hard-copy mail while maintaining security standards. You can:
- Easily collect information from external fund managers
- Process and assemble information in a secure, central repository
- Deliver communications to clients electronically and track document status
Submit your information to view the webinar
22 December 2016