offers the best online collaboration tool. Our easy to use automation will save you time and money. With the InvestGlass investor portal, you can automate the sending of solicitations and documents, configure email alerts for price changes, new funds or when a prospect or client is lost, and receive real-time notifications of comments on your investments.
With InvestGlass you can streamline workflows for subscriptions/ redemptions, capital calls, NAV allocations and distributions. The powerful automation will calculate returns, capital accounts and waterfall calculations.