Key features/Benefits

Creates information solutions for the investment team and for everyone involved in the governance and compliance review of assets.

• Portals, or individual websites, can be created in as little as 30 minutes and can be custom designed (format, cell wording, color, permissions, etc.) for each user groups’ needs.
• Users can design/build portals to respond to various plans (or locations) as needed; helping users to manage pension plans, savings plans, foundations, or other special purpose funds.
• Vendor portals provide an opportunity to help integrate vendors into the overall fund management process. It may also aid in implementing clearer lines of accountability via a vendor’s dashboard and compliance standard and can facilitate additional knowledge sharing.
• Portals can be maintained for various boards and committee members or to facilitate information sharing across industry groups.
• Trustees can access their own portals that can provide information easily and quickly helping to respond to numerous concerns and help establish transparency.