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Description
Nth Round serves as a holistic equity management solution tailored for businesses across various stages and sizes. It allows you to oversee equity, engage with shareholders, and promote liquidity within a secure, integrated platform. Enhance the shareholder experience by delivering customized reports and communications that resonate. Gain a comprehensive understanding of your equity by monitoring ownership, regulating access, and issuing digital assets such as shares or units. When the time is right, offer a discreet trading environment accessible around the clock for your shareholders and any prospective investors you wish to bring on board. Differentiate yourself with a contemporary, mobile-responsive digital experience designed for shareholder convenience. Securely onboard new investors using digital subscription agreements alongside safely hosted financial documents. Tackle complex regulations while effectively managing shareholder information through streamlined processes. Additionally, facilitate equity management and shareholder engagement through group emails, company announcements, and interactive mapping — all centralized in one secure platform, ensuring a seamless experience for all users. This comprehensive approach not only simplifies equity management but also strengthens relationships with stakeholders.
Description
WebVision is a secure and highly customizable cloud-based content management system (CMS) and investor portal that caters to asset managers by providing essential access to marketing materials, fund performance data, and comprehensive reporting tools. This platform can be implemented either as a module for fund or investor reporting integrated with an existing site, or as a completely bespoke website developed by the design experts at Imagineer. The system enables seamless automation of communications for investors and prospects via its robust online portal. WebVision operates independently, capable of importing data from various proprietary or CRM systems, or it can be fully integrated with Clienteer to enhance control and automation capabilities. Moreover, the platform includes the Fiveblocks reputation management tool, which assists in tracking user engagement, preserving your online reputation, and enhancing your brand identity. By leveraging these features, asset managers can ensure they meet client expectations while streamlining their operational processes.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
Nth Round
Country
United States
Website
NthRound.com
Vendor Details
Company Name
Imagineer Technology Group
Founded
1998
Country
United States
Website
www.imagineertechnology.com/WebVision-Fund-Marketing-and-Reporting
Product Features
Equity Management
Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management
Product Features
Content Management
Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management
Equity Management
Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management
Financial Services
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management
Virtual Data Room
Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview