WebVisionImagineer Technology Group
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Related Products
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About
Simplify exchanges with your clients and partners, secure your exchanges and sensitive documents, and automate time-consuming tasks. Attorneys, transaction advisors, accountants, in-house counsels, funds, etc. The simplicity of a shared space, the best-in-class features, and foolproof security look no further, Closd is the most competitive data room on the market. Open collaborative workspaces and invite your clients and partners. Discover a new way to manage your matters and transactions from start to finish and focus on your expertise rather than on the process. No more backtracking and checklists on Word. Give your partners a real-time view of the project’s progress, and save and reuse your checklists to automate your processes. Save countless hours on your contract signatures and closings, in physical meetings or remotely. Take advantage of our Docusign and Certeurope integrations and discover features you won’t find elsewhere.
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About
WebVision is a highly-secure, fully customizable cloud-based website content management system (CMS) and investor portal platform used by asset managers to address the demands of their clients for access to fund marketing materials, account and fund-level performance data, and other reporting requirements. WebVision is deployable as a fund or investor reporting module connected to an existing website, or as a stand-alone custom website built from the ground up by Imagineer’s in-house design services team. All investor and prospect communications can be automated through this powerful and secure online portal. WebVision can stand on its own, taking data imports from proprietary or other CRM tools, or be fully integrated with Clienteer for even higher levels of control and automation. Utilize the integrated Fiveblocks reputation management platform to analyze user activities, monitor your digital reputation, and build your brand.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Enterprises wanting a tool to manage and accelerate their legal transactions
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Audience
Companies searching for a solution to manage their assets and website content
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationClosd
France
www.closd.com/en/
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Company InformationImagineer Technology Group
Founded: 1998
United States
www.imagineertechnology.com/WebVision-Fund-Marketing-and-Reporting
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Categories |
Categories |
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Virtual Data Room Features
Anonymity Management
Not Supported
Audit Trail
Supported
Collaboration
Supported
Data Protection
Supported
Data Storage Management
Supported
Document Tagging
Supported
Due Diligence Management
Supported
Procurement Management
Not Supported
Project Management
Not Supported
Role-Based Permissions
Supported
Secure Preview
Supported
Content Management Features
Audio Content
Supported
Customizable Templates
Supported
Document Indexing
Not Supported
E-forms
Not Supported
Full Text Search
Not Supported
Image Editor
Not Supported
SEO Management
Supported
Text Editor
Supported
Version Control
Supported
Video Content
Supported
Website Management
Supported
Equity Management Features
Cap Table Management
Not Supported
Deal Management
Supported
Document Storage
Supported
ESOP Management
Not Supported
Financial Modeling
Not Supported
Options Management
Not Supported
Participant Portal
Supported
Portfolio Management
Not Supported
Private Equity
Supported
Public Equity
Not Supported
Valuation Management
Not Supported
Vesting Management
Not Supported
VSOP Management
Not Supported
Financial Services Features
Analytics
Supported
Branch Optimization
Not Supported
Channel Management
Not Supported
Compliance Management
Supported
Customer Engagement
Supported
Performance Management
Not Supported
Risk Management
Not Supported
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Integrations
Collateral Analytics
Supported
Docusign
Supported
Microsoft 365
Supported
Microsoft Excel
Supported
Microsoft Word
Supported
iManage
Supported
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Integrations
Collateral Analytics
Not Supported
Docusign
Not Supported
Microsoft 365
Not Supported
Microsoft Excel
Not Supported
Microsoft Word
Not Supported
iManage
Not Supported
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