dReports: Investor Extranet
Digiterre's dReports Investor Extranet is a fully managed website with a public-facing component for potential investors and a secure, password-protected extranet component which enables existing investors to access their relevant fund information at any time.
dReports Investor Extranet is a cost-effective way for investment managers, hedge funds and fund-of-funds to improve investor relations service levels by enabling investors to "help-themselves" to the information they require while reducing the cost of service. The system can either be installed on your own infrastructure or hosted in our secure London data centre.
dReports Investor Extranet is available in three options to suit your website requirements.
Key Features For Your Investors
- "Public" "Market-To" and "Investor-Only" Password Protected Content Areas – Additional secure content groupings can be easily added.
- Built-in Fund Performance Reporting – Showing performance and statistics all with elegant easy to read charts.
- Built-in Transaction Reporting – Investors can view holdings by fund and drill down into their history of subscriptions and redemptions.
- Press Releases and Targeted News Automatically Published to Users Personalized Homepage – Users can subscribe to receive news notifications by email or by RSS.
- User Self Registration with Administration Validation - Users can also reset their own passwords, which reduces administration tasks.
- Document Access at Any Time – Users access monthly reports, prospectuses and other fund documents around-the-clock.
Key Features For Your Staff
- Full Browser-based Content Management Functionality - Manage your site content quickly and easily. Intuitive interface enables non-technical users familiar with Microsoft Office applications to control all site content.
- Preview and approvals workflow - Review and approve changes before publishing to the live site.
- Multi-tier User Access - Control what your users see; provide restricted access to certain fund information perhaps to prospective investors while giving full access to existing investors.
- Secure Document Management - Users only see fund documents they are entitled to view.
- Comprehensive Site Usage Reporting - Analyse which areas of you site are being utilized and which investors are reviewing fund data. Many standard reports are provided and custom reports can be created.
Integration with dCRM, the industry leading CRM solution for Investment Managers
- Manage site users from within their contact record within the dCRM interface.
- Track individual site activity within the user’s contact record.
- Investor transactional information held in dCRM is integrated and displayed on your site.
- Manage fund documents within dCRM and publish directly to the investor area on your website.
- "Single sign-on" to dReports Investor Extranet from within dCRM for authorized users.
