| FUND FINDER ACCESS |
✔ |
✔ |
✔ |
| 75+ FRONT-END DATA POINTS ON EACH INVESTMENT |
✔ |
✔ |
✔ |
| SORT INVESTMENTS BY MULTIPLE FIELDS |
✔ |
✔ |
✔ |
| APPLY QUICK, COMMON & ADVANCED FILTERS |
✔ |
✔ |
✔ |
| FILTER BY SEVEN IMPACT SCORES |
✔ |
✔ |
✔ |
| CREATE COMPARISON DOCUMENTS FOR THE CLIENT FILE |
✔ |
✔ |
✔ |
| MONITOR INVESTMENTS TO RECEIVE UPDATES ON KEY EVENTS |
✔ |
✔ |
✔ |
| CONTACT FUND MANAGERS & PROMOTERS |
✔ |
✔ |
✔ |
| DOWNLOAD INVESTMENT DOCUMENTS |
✔ |
✔ |
✔ |
| SUBMIT DIGITAL APPLICATIONS FOR EIS/SEIS |
✔ |
✔ |
✔ |
| ACCESS TO OFFER & MANAGER REVIEWS |
|
✔ |
✔ |
| SAVE FILTERS |
|
✔ |
✔ |
| BUILD & ANALYSE SAMPLE PORTFOLIOS |
|
✔ |
✔ |
| ACCESS A COMPLETE AUDIT TRAIL OF YOUR RESEARCH |
|
✔ |
✔ |
| TRACK RECORD IMPACT SCORE |
|
|
✔ |
| FEES & CHARGES IMPACT SCORE |
|
|
✔ |
| SUBMIT FREE DIGITAL APPLICATIONS FOR VCTs |
|
|
✔ |
| GENERATE CONSOLIDATED CHARGES STATEMENTS |
|
|
✔ |
| PERFORMANCE CHARTS |
|
|
✔ |
| WHITE LABEL PRINTOUTS |
|
|
✔ |
| MULTIPLE LOGINS INCLUDING TEAM EMAIL ADDRESS (fair usage applies) |
|
|
✔ |
