Platform or Fund of Funds
Connect Investors with your Products!
- Connect to potential and existing clients and provide them with direct access to your best vehicles, research notes, and DDQs
- Demonstrate value added of your offerings using investor-specific settings and benchmarks
- Еstablish direct contact with managers and providers to enhance investment research
- Receive Allocation Orders directly trough the system*
- Simplify Order tracking, Document Management, and Reporting
30 days free, then $499/month
Take advantage of the best tools for bringing investors to your products. Provide clients and investors with instant performance updates, research notes, and market analysis. Build solutions, portfolios and use benchmarks tailored to specific investor’s needs. Connect to investment managers and service providers to find solutions for your clients needs. Implement Transaction Execution and receive allocation orders directly from investors* to simplify order tracking and document management.
- 30 day risk-free trial (no CC required)
- Complimentary subscription to NilssonHedge Database with 2500+ CTAs (QEP investors only)
- White-labeled report generator with your logo included
- Document Sharing features included
- Backoffice Integration included