Client Data Rooms

Key Features
Document Data Rooms
Centralise storage of agreements documents for quick and easy search and reference
Secure Approval Workflows
Visualise outstanding agreements and receive automated alerts for approval workflows
Onboarding & Efficiency Reporting
Monitor your team's efficiency in onboarding and approving new agreements with our dynamic reporting module.
Real-time Data Integrations
Integrate with your client master, transfer agents and more to associate all of your agreements across clients and fund ranges
Alerts and Notifications
Avoid late payments and obligations by creating scheduled alerts & notifications
Full Auditability
Complete record of all agreement changes ensuring all users know the latest version and amendments
How Client Data Rooms empower users

Sales Representative
Regional Brokerage Firm
I want to be able to access, version control and tag all documentation relating to all my clients

Operations Analyst
DB Public Pension Fund
I need to be able to securely access and download automated NAV statements and performance reports at portfolio level

Sales Manager
Boutique Investment Manager
I want secure data rooms for all my client groups so I can manage content such as RFP responses, Agreements and Client Reports centrally