Client Relations & Login
Connect with your clients – ATWeb provides the ability to access critical information at the click of a button.
Out of the box Client access allows you to:
- Store key files using eDocument Management
- Log Correspondence History
- Capture Client, Vendor and 3rd party info
- Maintain Rolodex type information
- Burst Reports using eMail tool
- Keep client preferences
- Enable self-service reporting
Use a single platform to manage your portfolio and communicate with your clients.
ATWeb maintains a built-in set of functional tools that allow you to manage the contacts you had with your prospects and investors. The set of capabilities are completely integrated into the ATWeb application, allowing you to access critical information from anywhere in the application.
Other ATWeb functions, such as report-bursting and automatically booking contact entries for you are available out of the box. Burst an investor statement to 50 investors and immediately see, within any investor, that a statement was generated and submitted via email on the day of the event.
