Website Packages

We utilize the Google Maps API and allow you to edit your physical address, email address, phone number, fax number, etc.

Investor Foundation

FULLY CUSTOMIZABLE THEME

Website Pages

  • Homepage with Login Box
  • Investor Registration Page
  • About Us Page
  • Team Page
  • Fund Information Page
  • Legal Disclaimer Page

Administrative Features

Admin Control Panel
Update website content yourself with our Content Management System.


Investor Approvals System
Get email notification when an investor registers with you.
Choose which investors to qualify and approve.


Investor Trac
Get email notification when an investor registers with you.
Choose which investors to qualify and approve.


Request a quote

Investor Plus

CUSTOM DESIGNED SITE

Website Pages

  • Homepage with Login Box
  • Investor Registration Page
  • About Us Page
  • Team Page
  • Fund Information Page
  • Legal Disclaimer Page
  • News and Articles Page
  • Marketing Materials Page
  • Fund Performance and Quant Stats Page
  • Legal Documents Request Page

Administrative Features

Admin Control Panel
Update website content yourself with our Content Management System.


Investor Approvals System
Get email notification when an investor registers with you.
Choose which investors to qualify and approve.


Investor Trac
Get email notification when an investor registers with you.
Choose which investors to qualify and approve.


Fund Performance Manager
Update your monthly fund performance in your Admin Panel and we will calculate your performance and quantitative statistics on your site in real-time!


Group Document Module
Manage group documents, including news articles, marketing materials, and annual reports.


Request a quote

Investor Premium

CUSTOM DESIGNED SITE

Website Pages

  • Homepage with Login Box
  • Investor Registration Page
  • About Us Page
  • Team Page
  • Fund Information Page
  • Legal Disclaimer Page
  • News and Articles Page
  • Marketing Materials Page
  • Fund Performance and Quant Stats Page
  • Legal Documents Request Page
  • Investor Statements Page
  • Fund Performance Tear-Sheet

Administrative Features

Admin Control Panel
Update website content yourself with our Content Management System.


Investor Approvals System
Get email notification when an investor registers with you.
Choose which investors to qualify and approve.


Investor Trac
Get email notification when an investor registers with you.
Choose which investors to qualify and approve.


Fund Performance Manager
Update your monthly fund performance in your Admin Panel and we will calculate your performance and quantitative statistics on your site in real-time!


Group Document Module
Manage group documents, including news articles, marketing materials, and annual reports.


Real-time PDF Tear-Sheet and
Newsletter Generator

Your customized tear-sheets (with your brand and statistics) are generated in real-time with your latest performance numbers.


Investor Document Module
Manage investor documents, including investor statements and correspondence.


Request a quote