WebVision
WebVision is a customizable, cloud-based platform designed for asset managers and allocators, streamlining fund marketing and reporting. It automates investor communicati... WebVision is a customizable, cloud-based platform designed for asset managers and allocators, streamlining fund marketing and reporting. It automates investor communications, providing on-demand access to performance data and marketing materials. With robust security features and integration options, it enhances user engagement while safeguarding sensitive information through advanced digital rights management.
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Company Information
- Company: Imagineer Technology Group
- Country: United States
Top WebVision Features
- Customizable fund reporting module
- Automated investor communications
- Stand-alone site capability
- Integration with existing CRMs
- Tailored client engagement resources
- On-demand performance access
- Historical performance tracking
- User activity analytics
- Digital rights management integration
- Custom PDF watermarking
- Two-factor authentication support
- Single sign-on functionality
- Nightly website audit capture
- Document distribution and signing
- In-house design services
- Brand enhancement options
- Client engagement monitoring
- Secure information management
- Automated content notifications
- Performance report leveraging
