Would you like to allow clients to individually access information about their investments? Then use our client portal and link individual investors to reports which are tailored just for them. Investors can log into the portal and see their investments immediately in an easy-to-use format. Password-protected reports Clients use unique credentials to access the portal which allows them to only see fund tearsheets on their accounts. Use your own domain name The portal can be made available at your own, non-fundpeak domain name (e. g. clientportal.yourwebsite.com). Manage client reports in Topsheets Investors access reports on the client portal but you can manage and update their reports via your Topsheets account in the same user interface as your regular fund tearsheets created using our fund fact sheet automation tool. Fully customizable Does the standard layout or design not suit your needs? We are happy to tailor the portal to meet your specific requirements. Request a Demo The post Link Clients to Their Reports Through a Protected Portal appeared first on Fundpeak.
According to Wikipedia, Arabic is the fifth most spoken language in the world with as many as 422 million speakers. It is the official language in 26 countries. We are therefore pleased to announce that it is now possible to create Arabic versions of fund
projít na článekAlerts in Looker Studio Dashboards: Users want to keep track of their data and get alerted when something changes, so that they can take timely action. Ability to create rule based alerts on top of the metrics available in their existing reports.
Password Protected This content is password protected. To view it please enter your password below: The post Chráněno: Požehnání srdce appeared first on Kranti.
projít na článekWe are thrilled to announce that we are planning to join Confluence Technologies, a leading global technology solutions provider. It has been an exciting adventure for me and everyone at Fundpeak and we thank all of our clients and partners for putting th
projít na článekThere are more than 20 ready made fund tearsheet templates available in Topsheets today. Still our clients keep asking for various custom adjustments to their fund factsheets. We are always happy to create custom tearsheet templates on our end, but what i
projít na článek