Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Address any data sharing obstacles with an efficient solution. The Prism Virtual Data Room provides a straightforward and secure platform for document and data sharing, ensuring that all users experience top-notch performance and security tailored for the complex requirements of financial institutions in private equity and venture capital sectors. With Prism, sharing sensitive information securely becomes quicker and more efficient, enabling effective management of due diligence processes, establishment of deal rooms for mergers and acquisitions, capital raising, investor reporting, as well as streamlined board communication. Designed specifically for the private markets, Prism is seamlessly integrated with iLEVEL, our premier software for monitoring private investment portfolios, allowing for easy permission management and data access. Furthermore, Prism enhances the speed and security of sharing critical information with investors, limited partners, and other essential stakeholders, whether for fundraising endeavors or fund reporting requirements. Ultimately, this innovative solution fosters improved collaboration and efficiency in handling sensitive financial activities.
Description
WebVision is a secure and highly customizable cloud-based content management system (CMS) and investor portal that caters to asset managers by providing essential access to marketing materials, fund performance data, and comprehensive reporting tools. This platform can be implemented either as a module for fund or investor reporting integrated with an existing site, or as a completely bespoke website developed by the design experts at Imagineer. The system enables seamless automation of communications for investors and prospects via its robust online portal. WebVision operates independently, capable of importing data from various proprietary or CRM systems, or it can be fully integrated with Clienteer to enhance control and automation capabilities. Moreover, the platform includes the Fiveblocks reputation management tool, which assists in tracking user engagement, preserving your online reputation, and enhancing your brand identity. By leveraging these features, asset managers can ensure they meet client expectations while streamlining their operational processes.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
S&P Global
Founded
1917
Country
United States
Website
www.spglobal.com/market-intelligence/en/solutions/products/prism
Vendor Details
Company Name
Imagineer Technology Group
Founded
1998
Country
United States
Website
www.imagineertechnology.com/WebVision-Fund-Marketing-and-Reporting
Product Features
Virtual Data Room
Anonymity Management
No
Audit Trail
No
Collaboration
No
Data Protection
No
Data Storage Management
No
Document Tagging
No
Due Diligence Management
No
Procurement Management
No
Project Management
No
Role-Based Permissions
No
Secure Preview
No
Product Features
Content Management
Audio Content
Yes
Customizable Templates
Yes
Document Indexing
No
E-forms
No
Full Text Search
No
Image Editor
No
SEO Management
Yes
Text Editor
Yes
Version Control
Yes
Video Content
Yes
Website Management
Yes
Equity Management
Cap Table Management
No
Deal Management
Yes
Document Storage
Yes
ESOP Management
No
Financial Modeling
No
Options Management
No
Participant Portal
Yes
Portfolio Management
No
Private Equity
Yes
Public Equity
No
VSOP Management
No
Valuation Management
No
Vesting Management
No
Financial Services
Analytics
Yes
Branch Optimization
No
Channel Management
No
Compliance Management
Yes
Customer Engagement
Yes
Performance Management
No
Risk Management
No
Virtual Data Room
Anonymity Management
No
Audit Trail
Yes
Collaboration
Yes
Data Protection
Yes
Data Storage Management
Yes
Document Tagging
Yes
Due Diligence Management
Yes
Procurement Management
No
Project Management
No
Role-Based Permissions
Yes
Secure Preview
Yes