investor reporting software
Get a secure, feature-rich, audit-friendly investor reporting platform that’s easy to extend
Sharing Reports and Data
• Incorporating your corporate branding
• Understanding your data privacy needs
• Integrating with your source systems
• API ready
• Low maintenance costs
• GDPR compliant
• Full audit trail
Attract new business
A responsive and intuitive investor reporting experience keeps investors and issuers happy – and that makes your organisation more attractive as a data provider. Easily tailor the website and leverage the power of our API to strike at new opportunities.
Drive efficiency savings
Better data quality, self-service features for investors, and easy-to-manage deal access workflow for administrators means you can spend less time and money on support. Whether you choose to host on-premise or use our cloud-based model, our investor reporting solution is cheaper to run and license than a home-grown system.
Improve quality and timeliness
Automate manual processes. Easily integrate with other systems. Leverage built-in validation checks and ensure your investors get the right information as soon as its available.
Meet regulatory and compliance requirements
Seamlessly meet your 17g-5 reporting requirements without creating extra work for administrative staff. Put investors in control of their personal information with a system that’s designed to respect their rights under the GDPR regulation. Recording of all activity and support for separation of duties mean that providing audit evidence is a breeze.