Document management simplified
Our document management system uses a simplified folder system to organize your important documents without unnecessary features like custom metadata and barcode filing.
Easily upload K1’s, subscription agreements, and accreditation documents in seconds with our bulk upload tool, or publish performance updates for all your investors to see.
You can also upload and store documents directly inside a contact record inside the CRM to keep track of important tax information, accreditation status, and anything else they need.
How we make things easy
Here, you can see how we’ve created a document management system that uses investment profiles to make your life easier.
Let us explain…
The end result is an easy to administer experience for you and an extremely simple and intuitive experience for your investors.