fbpx

Investors Registry

Systemic’s Investors Registry software, fully integrated with fund administration system, is designed to meet the burgeoning needs of global investors in both alternative and traditional investment funds. This sophisticated module provides fund managers and administrators with an array of tools and features to streamline and enhance investor management processes. It caters to various aspects of investor transactions, communication, reporting, and portfolio management, ensuring comprehensive handling of investor relations and operational efficiency.

Core Features

  • Comprehensive management of investor transactions, including all key activities.

 

  • Integrated CRM system for superior client data management and communication.

 

  • Detailed financial reporting, including statements and performance metrics.

 

  • Advanced methods for calculating performance fees and retrocessions.

 

  • Validations, blocking procedures and warning messages according to funds’ prospectuses.
  • Web-client access for investor questionnaires and transaction requests.

 

  • Enhanced compliance tools for KYC categorization and AML interfacing.

 

  • Automated communication tools for efficient investor outreach.

Benefits

  • Elevates investor relations with effective communication and reporting capabilities.

 

  • Boosts operational efficiency through process automation and integration.

 

  • Offers personalized investor management with detailed categorization.

 

  • Simplifies handling of diverse investor transactions.

 

  • Guarantees accurate and transparent financial reporting.
  • Provides sophisticated fee management and portfolio oversight tools.

 

  • Ensures compliance and data security, alongside easy remote access.

 

  • Facilitates seamless integration with Portfolio Management Solution for comprehensive fund oversight.

Core Features

  • Comprehensive management of investor transactions, including all key activities.

 

  • Integrated CRM system for superior client data management and communication.

 

  • Detailed financial reporting, including statements and performance metrics.

 

  • Advanced methods for calculating performance fees and retrocessions.

 

  • Validations, blocking procedures and warning messages according to funds’ prospect uses.
  • Web-client access for investor questionnaires and transaction requests.

 

  • Enhanced compliance tools for KYC categorization and AML interfacing.

 

  • Automated communication tools for efficient investor outreach.

Benefits

  • Elevates investor relations with effective communication and reporting capabilities.

 

  • Boosts operational efficiency through process automation and integration.

 

  • Offers personalized investor management with detailed categorization.

 

  • Simplifies handling of diverse investor transactions.

 

  • Guarantees accurate and transparent financial reporting.
  • Provides sophisticated fee management and portfolio oversight tools.

 

  • Ensures compliance and data security, alongside easy remote access.

 

  • Facilitates seamless integration with Portfolio Management Solution for comprehensive fund oversight.

SUCCESS STORIES

Ready to see our solutions in action?

Book a 20-minute call with our team and explore how we can tailor our offerings to meet your unique needs. Dive deeper into the features and benefits that will drive your success. Let’s start a conversation that could transform your business.

MORE RELEVANT SOLUTIONS

RiskValue™ platform provides a state-of-the-art fund accounting software that helps fund administrators to carry out their daily operations, executing efficient workflows for NAV calculation, …

KYC & AML compliance module of RiskValue™ is designed to streamline and automate the KYC process, ensuring compliance with regulations, reducing fraud, and enhancing onboarding experiences …

RiskValue™ streamlines the process of collecting, aggregating, validating, and submitting data to regulatory authorities for FATCA, CRS and DAC6 reporting. …

RiskValue™ platform provides a state-of-the-art fund accounting software that helps fund administrators to carry out their daily operations, executing efficient workflows for NAV calculation, …

KYC & AML compliance module of RiskValue™ is designed to streamline and automate the KYC process, ensuring compliance with regulations, reducing fraud, and enhancing onboarding experiences …

RiskValue™ streamlines the process of collecting, aggregating, validating, and submitting data to regulatory authorities for FATCA, CRS and DAC6 reporting. …

Fill the form to download the brochure