Funds

Enhance productivity with customisable engagement note templates, AI-generated summaries, and easy note categorisation for quick searches.

You can even email these in and it will automatically populate.​

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Connect seamlessly to your sales team.​

Effortlessly generate detailed reports for both clients and regulators. Any data stored on our system can be extracted as comprehensive, customisable reports, meeting your exact needs.

Effortlessly track and record your proxy votes, complete with detailed reasoning and associated documentation. Utilise our advanced search capabilities to seamlessly access historical votes, ensuring consistent decision-making over time.

Leverage the information already in the platform to craft compelling case studies that showcase your impact. Illustrate how companies have transformed over time through your input and engagement, telling a powerful story of influence and change.

Connect with existing systems and third party providers where possible

Get a concise overview of the team's ratings, useful for tracking, reporting, and explaining your investment process to external parties. Flexible for your process and easy to export.

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Monitor progress and check off when your organisation and portfolio achieves targets and milestones, in line with SFDR requirements.

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And there are even more features, including investment memos, questionnaires, and innovative sales capabilities. This is all within an intuitive, affordable platform which benefits your entire team.