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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Linking alternative asset managers with distribution partners through innovative digital solutions for pre-sales and reporting, our platform enables the digitization and marketing of funds across various channels efficiently and with minimal strain on internal resources. By allowing fund data to be digitized just once and automatically distributed in a standardized format to multiple endpoints such as distribution partners, limited partners, and public websites, we significantly streamline the process. This approach drastically reduces the time to market, cutting down on the months of manual input typically required for product updates and reporting each year. Utilize Daphne as your essential data source to generate routine fund reports in Microsoft Office instantly, facilitating business growth without increasing operational demands and simultaneously lowering error risks. Furthermore, by publishing your products directly to our expanding network of investment consultant partners, we ensure that your fund data remains consistently updated in their databases, optimizing your sales potential while fostering stronger industry connections. This seamless integration not only enhances efficiency but also empowers asset managers to focus on strategic growth initiatives.

Description

InvestorVision, created by SS&C Intralinks, is a cutting-edge fund reporting solution designed to improve the dialogue between general partners (GPs) and limited partners (LPs). This innovative platform allows GPs to share essential fund information, such as financial statements, capital calls, distributions, and legal documents, through a user-friendly and secure web interface. It also incorporates standardized ILPA templates, making it easier to manage and track investors across various funds. In addition, InvestorVision includes robust features like secure document management, options for customizable branding, and support for multiple languages. By ensuring timely and precise reporting, InvestorVision enhances transparency and fortifies the relationships between GPs and LPs. In today's competitive environment, LPs have heightened expectations for transparency from their GPs. Ultimately, SS&C Intralinks is transforming the methodology by which fund managers present reports and cultivate investor relationships through InvestorVision, a swift and intuitive fund reporting solution that addresses the needs of modern investors. With its focus on user experience and efficiency, InvestorVision positions itself as a leader in fund management technology.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Office 2024

Integrations

Microsoft Office 2024

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Daphne

Founded

2022

Country

United Kingdom

Website

www.getdaphne.com

Vendor Details

Company Name

SS&C Intralinks

Founded

1996

Country

United States

Website

www.intralinks.com/products/fundcentre/investorvision

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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