Investors Relations

Framework’s Investor Relations module enables the efficient and controlled management of investor communications including drawdown and distribution notices and other mail merges.

The central repository for contact information, accounting records and reports increases efficiency and reduces the risk of error.

The Investor Relations module:

• provides a “straight through” automated process that allocates and rounds transaction totals across investors.
• allows the easy selection of all contacts for an investor and which communications they wish to be involved in – providing an automatic one-click process for all communications.
• controls the back office accounting task separately from the administration of the communication notices minimizing the risk of error.
• provides an efficient and controlled process that handles all external reporting.
• provides integration with an investor portal allowing investors access to all reports/communications that have been sent to them.