Alternative Asset Manager

Alternative asset management firms must deliver accurate, timely and professional statements to their investors in order to build trust and provide the transparency that investors require. Many of these firms have deployed investment management platforms with deal management, fundraising, and investor reporting capabilities to centralize and automate their operations. However, the investor reporting capabilities of these platforms are lacking when it comes to tracking prospective investor engagement with emailed marketing materials. They also lack the ability to appropriately secure statements emailed to current investors.

To close this gap, a global alternative asset management firm has deployed e-Share to complement its existing use of Dynamo Software. Dynamo is used to create personalized investor communications via a Dynamo-supplied Mail Merge Wizard. Most all of these emailed communications contain documents…