Apex Investor Gateway
Unlock the power of a secure, cloud-based platform designed for seamless communication with investors, consultants, and advisors.
• Fully cloud-based and secure
• Superior investor experience
• Integrated platform
The Apex Investor Gateway offers advanced features such as document management, dynamic dashboards, and the latest updates to keep your investors informed. Built on a secure cloud infrastructure, it guarantees that sensitive data is always protected and accessible. With seamless integration, including Tocan, our Digital Investor Onboarding and KYC tool, the platform delivers a streamlined experience from the start of your relationship through continued service.
Key Features and Benefits
Secure Document Distribution
Confidently share sensitive documents with investors through multi-layer security, including multi-factor authentication, DocuSign integration, and precise permission management.
Custom Branding
Personalize the portal with your brand’s logo, colors, and identity to provide a bespoke investor experience.
Dynamic Dashboards
Tailor dashboards to present fund, investor, and asset data with deep insights into performance metrics. Provide transparency at every level, from asset class breakdowns to investor activity.
Mobile-Ready Self-Service
Allow investors 24/7 mobile access to reports, fund information, and bulk downloads on the go, ensuring they stay connected wherever they are.
Comprehensive Data Aggregation
Present a complete view by aggregating data across all asset classes and service providers. Investors can access combined views or explore asset-specific details with ease.
Integrated Digital Investor Onboarding
From onboarding to ongoing servicing and reinvestment, the platform ensures a seamless investor journey, fully integrated with digital tools for efficient client management.
Investor Reporting
Empower investors with self-service tools to view, download, and audit reports. The bulk download functionality and in-screen document viewer create a user-friendly experience.
Platform Features and Packages
Document Management
A user-friendly portal for managing documents, complete with custom branding to reinforce your corporate identity.
Core Investor Dashboards
Dynamic dashboards offer insights into investor profiles, fund performance, and more, along with easy access to important documents.
News and Media Hub
Enhance the digital experience by integrating news widgets, investor updates, and media content directly on the home page.
Quarterly Reporting
Customize asset and fund dashboards to generate investor reports, including third-party data integration and paginated quarterly summaries.
Custom Configurations
Start with blank templates or build on strategy-specific templates to create a fully tailored investor experience that aligns with your business goals.