Our client was using various excel spreadsheets and disseminating data to its investors via PDF reports in emails. There wasn’t an online secure investor portal and information wasn’t able to accessed in real-time and in a transparent and an efficient manner.
HOW WE SOLVED THIS PROBLEM
The solution involved a secure investor platform to allow for investors to login and view their specific data and investment returns. The portal was compliant for all financial regulations. Additional capabilities and features were added to the investor portal over time.