NEXT-GEN SOFTWARE FOR
Open-Ended Funds / Traditional Asset Management
Competition for capital in the fund management space is fierce making it increasingly challenging for even the best performing managers to stand out from the rest. This has created the need for fund managers to proactively engage with current and prospective investors on an ongoing basis.
AtomInvest’s software provides an integrated set of tools that enable you to more effectively manage your investor relationships, track engagement and help you stand out with an Investor Portal which showcases your performance and strategies to your prospects and current investors. Furthermore, Atominvest’s software provides built-in regulatory compliance checks for fund marketing and workflows for subscriptions/ redemptions, allowing your investor relations teams to focus their time on fundraising and key strategic initiatives.
Fundraising & Investor Relations
The complete investor relationship management system
Investor Portal
A slick, branded Investor Portal providing a seamless experience to your investors
Onboarding & Operations
Efficient investor onboarding & operational workflows
Contact & Relationship Management
Manage your contacts and amplify your key relationships
CRM | Investment Process Management
Reporting & Administration
Seamless reporting & investment administration
Investor Reporting | Subscriptions & Redemptions
Service Provider Access
Access and workflows for all your service providers
Fund Admins | Legal Counsel
Enterprise Ready
Tools and plugins to seamlessly integrate into your current setup & processes
Outlook Plugin | Excel Plugin | Bulk Uploads & Downloads | Single Sign On | User Permissioning | Enterprise Grade Security