AtomInvest
This financial CRM software enhances investor management through an integrated portal that streamlines onboarding, subscriptions, and reporting. It features automated workflows for fund accounting, valuation, and ESG data management, while offering robust security measures. Designed for asset managers, banks, and service providers, it simplifies portfolio tracking and investor interactions effectively.
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Top AtomInvest Features
- Investor Lifecycle Management
- Unified Investor Portal
- Custom Electronic Subscriptions
- Fundraising Datarooms
- Automated Data Collection
- ESG Data Management
- Portfolio Performance Analytics
- Role-Based Permissioning
- Real-Time Reporting Integration
- Capital Call Generation
- Comprehensive Valuation Tools
- Investor Engagement Analytics
- Secure Data Sharing
- Compliance Workflow Automation
- Customizable Investor Workflows
- MS Excel Data Plugin
- Enterprise Bidirectional API
- Multi-Fund Reporting
- Integrated Email Notifications
- Enhanced Security Protocols
