Whether you have 5 investors or 5,000 investors, Self-Service and Communication capabilities can help build stronger relationships with investors.
V3 CRM capabilities fully automate the generation and distribution of investor communications via advanced document management features including email and fax integration.
Fund capital transactions, fees and income/expense, and investment details can be allocated to your investors, building out each investor’s capital account from these transactional details and providing immediate access to an investor’s position. V3’s effective processing provides an increased ability to provide investors with timely information and maintain transparency into fund activities.
Vitech is one of the world’s leading providers of administration software to pension, investment, insurance and health plan administrators.
As a Transfer Agency, V3 offers streamlined investor transaction processing for subscriptions, redemptions, exchanges and transfers. V3 allows for the configuration of fund structures containing classes and series as well as complicated performance fee calculations including equalization methods.