The system automatically configures an account for each investor and sends a notification to them that new documents are in their account.
Investor then securely invites trusted advisors to view the same documents eliminating the need to forward on by email or manage multiple storage accounts for better financial planning.
Investors may also upload K-1s received from companies not yet registered in the system.
The system automatically creates summary tables of each investment showing the performance history.
The system also allows the investors to request the financial statements and corporate documents to be stored together for each investment.
With the financial statements, the system can make valuation estimates, identify performance trends and even maintain the tax basis of each investment.