Mobile Application for Investors
Your investors are increasingly using smartphones and tablets to get the data they need to understand their investment performance - across all investments in their portfolio. The expectation is simple, you will have a mobile application to provide the data they need, anytime, and everywhere and the best mobile experience.
IMS is the first Investor Management Platform with a native mobile application. Investors simply download the application and sign in to see project information, performance, and documents. Both Android and iOS devices, including iPhones, are supported.
Features
- Native mobile application for iOS (iPhone) and Android that can be downloaded directly from the Apple App Store and Google Play Store.
- No additional configuration or setup needed. Investors simply download the application and sign-in with their normal investor username and password.
- Easy investor access to distributions and configurable investment performance metrics.
- Deal room for document sharing, including K-1 and project information, available to investors directly in the mobile application. No additional logins and passwords to remember.
- Save time and resources by reducing investor support time in providing documents, investment performance, and other project information.
- Increase investor trust and transparency by showing your investors you have the sophistication and technology of much larger companies.
- Investors can easily download from the Apple App Store or Google Play Store and sign in using their normal investor dashboard login.
Benefits
- Save time and resources by reducing investor support time in providing documents, investment performance, and other project information.
- Increase investor trust and transparency by showing your investors you have the sophistication and technology of much larger companies.
- Investors can easily download from the Apple App Store or Google Play Store and sign in using their normal investor dashboard login.
“[Without IMS,] we would not have been able to grow as a company like we have. Without a database, we would have been stuck in such slow processes and unable to expand to a larger pool of investors.”