Apex investor portal

With various features like document management, dashboards, and news, the Apex investor portal is set to elevate your investor experience. What sets it apart is its secure cloud-based architecture, ensuring your data remains safe and accessible at all times. Plus, it seamlessly integrates with related services like Tocan, our Digital investor onboarding and Know Your Client solution.

• Secure document distribution 
  Facilitate secure sharing of sensitive information with investors, leveraging multi-factor authentication, DocuSign integration, and sophisticated permission management
• Custom branding
  Ability to tailor and create distinct portal with your logo and colour scheme
• Tailored dynamic dashboards  
  Configure dashboards to help meet the demands of the most sophisticated investors. Present data at fund, investor, and asset level including look-through and performance metric analytics
• Self-service mobile ready  
  24/7 access via multiple platforms including self-service report access and bulk download

• Strategy and service provider agnostic 
  Aggregate data and documents across asset classes and service providers to present a combined view and / or break out into asset-specific dashboards
• Integrated with digital investor onboarding   
  Connected investor experience from onboarding to servicing and subsequent re-investment
• Self-service investor download reporting  
  Investors have 24/7 access to the portal with an in-screen document viewer and bulk download functionality. Access is logged within the audit tool for monitoring