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Description
CommonSubDoc is the Future of Fund Management & Investor Relations. Our cloud-based SaaS solution with CRM capabilities, designed for fund managers, investment managers and fund administrators, is the ideal solution.
Why Choose Us?
Experience: We have years of experience working in the financial sector and understand the unique challenges that fund managers and investors face.
Innovation: We invest continuously in technology to ensure that you have the latest features, and stay ahead of the market.
Security is our top priority. Our platform uses robust security measures to protect your information.
Customer Support: We have a dedicated team of support staff that is ready to help you at every step, ensuring an enjoyable and smooth user experience.
Description
Transform your Investor Relations website into a platform that is FAST, EASY, and fully compliant with SEC and SEO standards using Kaleidoscope’s innovative IR Widget/API solutions. With over 20 years of experience, we have gained the trust of more than 4,000 corporate websites globally, ensuring reliable real-time access to compliance data. By utilizing our tools, you can keep investors and analysts engaged on your site, maintaining control over every facet of your corporate communications, which includes delivering real-time Alerts to prospective visitors. Our API and Widget solutions are favored by leading IR partners and support all US Stock Exchanges! Our offerings encompass SEC filings, real-time stock tickers, comprehensive historical stock charts with customizable overlays, press releases with image support, a ROI calculator, historical price lookups, dividends charts, analyst coverage, earnings call transcripts, and much more. Additionally, our sandbox feature allows for thorough testing prior to deployment, making our solutions ideal for those with limited budgets, DIY enthusiasts, website redesign projects, and foreign issuers navigating dual registration challenges. Elevate your corporate website experience and ensure compliance with our expertly designed solutions.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Seamless
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$250 per month/billed annually
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Formidium
Founded
2016
Country
United States
Website
www.commonsubdoc.com
Vendor Details
Company Name
KALEIDOSCOPE
Founded
2017
Country
United States
Website
kscope.io/investor-relations/
Product Features
Investor Relations
Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations
Product Features
Investor Relations
Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations