Asset & Fund Managers Client service
Statements investors can find themselves
How a fund manager stopped emailing statements and gave investors a portal with documents, positions and requests in one place.
The starting point
A client has investors emailing the team for their latest statement, a copy of a signed document or a valuation. Each request was answered by hand, and the same document was sent several times.
What they needed
- Give investors their documents and statements without a request
- Show positions and valuations in one place
- Take requests through the portal, not the inbox
- Keep permissions per investor
What FYNXT delivered
FYNXT rolled out the investor portal on the same record. Investors see their documents, statements, positions and requests, branded as the manager's, and the team answers exceptions rather than routine requests.
What changed
- Routine requests stop reaching the inbox
- Documents are issued once
- Investors see positions without asking
- Onboarding & compliance
A subscription pack that fills itself in
Digital Onboarding · Financial CRMRead the use case - Partners & introducers
Trailer fees that reconcile themselves
Incentive Management · Financial CRMRead the use case - Payments & treasury
Subscription monies matched to the right investor
Payment Orchestration · Financial CRMRead the use case
Next step
See how FYNXT would run this for your firm.
Book a demo and we will walk through this use case on your own set-up, with the systems you already run.