We recently made some exciting updates to our portal experience. These changes allow managers, like yourself, to provide investors with a more personalized and branded experience. You can also now fully manage your portal contacts, impersonate investors, and create investment accounts on behalf of your investors.
Watch and learn how to:
Easily create, edit, and delete investor accounts for a seamless experience.
Take control of your contact management by effortlessly creating, editing, bulk uploading, and deleting contacts at your convenience.
Learn how to view an investor account under impersonation and send a welcome email to a contact.
Improve organization and efficiency by creating unique tags for your contacts.