More than just a Virtual Data Room
the best-in-class LP experience
Your investors are asking for more—more transparency, real-time updates, and better access to information, not just emails with PDF files once a quarter.
Quantium’s investor portal is a secure, enterprise-grade platform designed to help fund managers store, organize, audit, and share documents and data with investors. With a built-in fund performance dashboard and investor relationship overview, investors can easily access key fund statistics and view personalized positions across all relationships in one place.
features
- Branded Investor Portal: Offer a personalized, branded experience with a branded login page and customizable activation emails.
- Centralized Document Storage: Store and organize all historical investor documents—capital notices, financial reports, and tax documents—in one place.
- Filters & Direct File Sharing: Easily filter documents by time frame and share direct links to the most recent files, giving investors instant access to the latest documents.
- SOC II Type 2 Compliance: Ensure top-tier security standards for managing sensitive investor information.
- Multi-Factor Authentication & Audit: Protect sensitive documents with two-factor authentication, user activity auditing, and robust access rights management.
- Maker-Checker Workflow: Implement an approval process before publishing documents to ensure accuracy and oversight for all submissions.
- Comprehensive Fund View: Provide investors with a personalized overview of their positions across multiple funds in intuitive dashboard.
- Quarter-over-Quarter Visualization: Showcase quarter-over-quarter changes and visualize value creation, offering investors a clear performance narrative.
- Top Asset Exposure Breakdown: Highlight each investor’s largest exposures across fund vehicles, offering instant visibility into key investment allocations.
- Impersonation Feature: Use the “View as” function to preview how investors will experience the portal, ensuring an accurate representation of the investor’s view.
- Individualized Access: Assign different access rights to folders and dashboards, providing tailored access for each investor based on their role.
use cases
Quantium has transformed our fund operations. We now have an effective means of tracking and presenting NAV and other key metrics, and our staff have provided excellent feedback on the usability and ease of use of the investor portal. We’ve been very pleased with the level of support we’ve received from the Quantium team, which has been very impressive and has effectively supported the implementation and ongoing improvement of our use of the platform.
Katsuya Baba
Partner & Chief Administration Officer
Advantage Partners
Send us your details via the form or e-mail us at enquiries@quantium.pe and our team will be in touch.