Secure Online Investor Reporting for Hedge Funds

Product Description
InvestorDynamo Online Reporting is a web-reporting system that allows funds to produce and securely deliver financial reports to investors, meet regulatory compliance requirements, display a professional image, and extend their brand online.

With InvestorDynamo Online Reporting, funds control and retain ownership of all information without the intervention of third parties. Unlike other systems, InvestorDynamo is vendor-neutral and can be linked to any back-office system or Excel to automatically merge and publish performance reports, NAVs, PPMs, and other investor-specific documents.

The application can be synchronized with the InvestorDynamo(TM) Enterprise for an integrated investor and contact management solution.

Typical Clients
Hedge funds and funds of funds seeking to meet regulatory compliance requirements and deliver financial information to investors and prospects in a timely, affordable and professional fashion.

Key Value Points

• Provide your clients and prospects with a secure, 24x7 access to your fund information,
• Protect the privacy of your clients by eliminating insecure report delivery methods,
• Reduce the cost of producing investor reports while improving quality and accuracy,
• Extend your brand online and differentiate your firm from your competitors,
• Own all data and retain the option to host internally or outsource to Netage.

Feature Highlights

• Intuitive web-based interface that is easy to learn, use, and maintain,
• Flexible access control based on user groups and information sensitivity,
• Document upload wizards to save time and reduce exposure to human error,
• Synchronization agents to integrate with any back-end system or Excel,
• Flexible reporting format (HTML, PDF, Excel).