- Cloud-based and secure
- Enhanced investor experience
- Platform integration
- Powered by CapInteract
With various features like document management, dashboards, and news, the Apex Investor Portal is set to elevate your investor experience. What sets it apart is its secure cloud-based architecture, ensuring your data remains safe and accessible at all times. Plus, it seamlessly integrates with related services like Tocan, our Digital Investor Onboarding and Know Your Client solution.
Key features and benefits
Secure document distribution
Facilitate secure sharing of sensitive information with investors, leveraging multi-factor authentication, DocuSign integration, and sophisticated permission management.
Custom branding
Ability to tailor and create distinct portal with your logo and colour scheme.
Tailored dynamic dashboards
Configure dashboards to help meet the demands of the most sophisticated investors. Present data at fund, investor, and asset level including look-through and performance metric analytics.
Self-service mobile ready
24/7 access via multiple platforms including self-service report access and bulk download.
Strategy and service provider agnostic
Aggregate data and documents across asset classes and service providers to present a combined view and / or break out into asset-specific dashboards.
Integrated with digital investor onboarding
Connected investor experience from onboarding to servicing and subsequent re-investment.
Self-service investor download reporting
Investors have 24/7 access to the portal with an in-screen document viewer and bulk download functionality. Access is logged within the audit tool for monitoring.
Functionality and packages
Documents
User-friendly document portal with the ability or custom branding.
Core investor dashboards
Dynamic investor dashboards providing investor and fund profiles in addition to investor documents.
Investor media and home page
Introduce media and news widgets on your home page to create a richer digital experience for your investors.
Investor quarterly reports
Configurable asset and fund dashboards with the ability to integrate third party data sources and create paginated quarterly reports for investors.
Custom configuration
Start either from a blank page or our strategy specific templates to build your own digital experience tailored for your business.
