Cogency’s investor relationship management module integrates with the fund and partnership allocation modules to provide a complete solution for monitoring your interaction with investors, from the moment they become a prospect to monthly communications once they are invested into your funds.
- Contacts and Prospects CRM , reports, analyses, and more
- Manage Contact, Investor and Marketer relationships and groups
- Investor Statement generation and email distribution
- Email, meeting and document archive
- Investment diligence tracking