Digital investor portal for funds banks issuers s.r.o. a.s.

A technology platform for managing projects, documents and communicating with verified investors.

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  • White-label solution
  • Investor portal
  • Document management

Everything for professional investor relations in one place

Manage projects, documents, and investor communications in one controlled system.

Increase transparency without developing your own software.

Create project pages, documents, and news accessible only to verified investors.

Discover more
  • Investor accounts with controlled access
  • Documents and reports in one place
  • History of communication
  • Audit records
  • Online KYC, Verification, etc.

Investor portal

Each investor has their own account with access only to assigned projects and documents.

Secure documentation

Document version management, signatures, consents and communication archiving.

How the platform works for firmy

Registrace instituce

You will fill in the basic information for verification on our part.

Environment settings

Branding, project structure, user roles.

Invitation of investors

You will create access to the portal for investors.

Main functions of the platform

portfolio/services/offers

Project Management

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Publishing and Management

Create project pages, upload documentation, news, and milestones.

Each project has its own information space accessible only to authorized investors.

The institution administrator creates a project, uploads supporting documents, and sets which investors have access to it.

The investor can then only see projects that have been made available to them.

✔ Project profiles
Documents and Attachments
✔ News and Milestones
Project Status

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Individual accounts for investors

Each investor has their own secure account with access to projects and documents assigned to them.

The institution invites the investor to the system, assigns them projects, and sets permissions. The investor logs in and sees only the content made available to them by the institution.

✔ Roles and access levels
✔ Assigned Projects Overview
Secure login
✔ 2FA Option

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Managed investor relations

Send targeted messages, share updates, and keep a complete communication history with investors.

The administrator creates a report and sends it to selected investors or project groups. Reports are archived and searchable.

✔ Bulk and targeted messages
✔ Investor Notifications
✔ Communication History
✔ Read receipt

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Smlouvy - Online

Na naší platformě můžete využívat vlastní smluvní dokumentaci plně automatizovaně. 

Do vašich smluv se dynamicky generují údaje konkrétních klientů, čímž odpadá ruční přepisování a minimalizuje se chybovost. Dokumenty jsou připraveny k okamžitému šifrovanému elektronickému podpisu a celý proces je zabezpečen moderními technologiemi.

Součástí systému je také automatické ukládání Audit logu, který zaznamenává veškeré změny, časová razítka i jednotlivé kroky uživatelů. Díky tomu máte kdykoliv k dispozici plnou historii dokumentu a právně průkaznou evidenci.