| Latest
Sponsor Advantage™ Features |
| Fed Ex, UPS and DHL integration
to keep track of all shipments and costs with your shipping
provider and integrate the tracking numbers into the
system |
| Track all PPM numbers
for any document sent from the system to stay in compliance
and automate the process. |
| Literature fulfillment has been modified
to allow for fulfillment to be exported to excel so
you can integrate with third party providers |
| Advanced Investor tracking
will allow for investors to be associated to any ticket,
broker/dealer & registered reps making it efficient
for reporting and in building groups and queries |
| Convert an opportunity into a sales ticket
when for a streamlined experience |
| Automated TIC closing
process will keep track of all tickets, paperwork, investors,
reps, broker/dealers, equity/debt and slots associated
to an offering |
| Advanced Transfer Agent integration to
store all ticket sales in the system to automate reporting
|
| Sales Tickets/Investments
enhancements which allow for advanced reporting and
analytics |
| Checklists allow for workflow in the system
to automate manual tasks |
| Product enhancements
will allow for you to keep better demographics associated
to your offering |
