Captec Portal is a comprehensive marketing and IR technology solution for the asset management sector.

The system allows you to efficiently deliver all of your reporting and due diligence documentation to investors and prospects. Captec Portal enables you to communicate with investors more effectively.

Designed by market professionals, who understand the specific needs of the industry, Captec Portal has been developed with the user in mind. The system is built using the latest technologies, combined with a simple and intuitive user interface.

Features

Communication

Deliver professional due diligence and reporting more efficiently. Replace time-consuming mail traffic. Ensure document version control. Easy to implement and manage.

Access Control

Ensure that different investors and prospects see correct documentation. Automate controls around accessibility, according to user group type and jurisdiction.

Reporting

Monitor prospect and investor activity. Measure success in due-diligence and reporting. Push user information to Captec CRM to create workflow efficiencies.

Institutional infrastructure

Professional data room format. Adopt the appropriate look and feel of an institutional framework. Create the billion-dollar manager due diligence process.

Investor types

Extend to all investor types, including prospects. Meet consultant and institutional investor preferences. Expand to counterparties, PBs, compliance and HR.

Website integration

Integrate Portal seamlessly with your website. Match your brand and style. If you do not have a website, Captec can build you one as part of the Portal package.