Management Made Easy!
Yes! Our system allows you to manage multiple funds under multiple umbrellas. Even with more than one configuration its all in one neat interface keeping you streamlined and at your most effective.
Yes! When a sales person submits anything to the system it is tracked as them being the origin of the request. After submission it goes to a rolling feed for the top-level system administrators to verify the data, push the action to the member, and the automated communication takes over from here.
Your sales staff have a very similar look to the top-level administrator. One of the more major differences is that every action is a request to the rolling feed and the sales staff are never the last point of contact before getting to the members’ inboxes. This has proven to ensure a very controlled experience for your member, one click final approval for your data ambassadors, and a two-factor authentication before documents and/or communication goes out.
Yes. Just like the way FedEx allows you to track your package, you are FedEx in this case. Easy green check marks indicate the positioning of your member and disclose to you which point they are at in the process.
DocuSign. Currently we only provide solutions that contribute to using DocuSign as a service provider for the signatures. If you do not currently use DocuSign and use another provider please contact us to find out whether we can accommodate.
Yes. Emails, login page, and all system pages have your logo in the top corner. When it comes to the software accent color we take the hex color directly from your logo. The example of this is the dark blue in the image to the left.