WebVision
WebVision offers asset managers a robust, secure cloud-based CMS and investor portal that grants clients easy access to fund marketing materials and performance data. Its customizable platform supports both standalone websites and integrated modules, automating communications, safeguarding sensitive information, and enhancing user engagement through tailored content and advanced security features.
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Top WebVision Features
- Highly secure cloud-based CMS
- Fully customizable website design
- Fund and investor reporting module
- Automated investor communications
- On-demand performance data access
- Integrated reputation management tools
- Customizable PDF watermarking
- Direct DRM integration for security
- Two-factor authentication support
- SAML-based SSO capabilities
- Nightly website audit capture
- Document signing within portal
- Real-time notifications for new content
- User activity analytics and monitoring
- Seamless CRM tool integration
- Tailored client engagement resources
- In-house design services availability
- Historical performance information access
- Brand-building tools integration
- Focused account engagement insights.
