ShareSecureAltvia Solutions
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WebVisionImagineer Technology Group
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Related Products
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About
Improving your GP-LP relationships and enhancing the investor experience with simple, efficient, and transparent processes are goals of any private equity firm. A seamless solution for these opportunities is ShareSecure – the leading engagement platform for the investor relationship. This virtual data room provides a secure hub for GPs and LPs to interact. Post data and investment materials, share multimedia files such as recorded webinars and video presentations for fundraising. Accelerate investor engagements with digital signatures. Furthermore, manage all of your important documents, from draft to final, ensuring accuracy for investors and compliance. ShareSecure is a modern, virtual data room that makes it easy for you to create, track, and audit the materials you want to provide your investors for a high-touch LP portal experience. It’s a powerful way for your investors to find what they need when they need it.
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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
Companies searching for a solution for improving their GP-LP relationships and enhancing the investor experience
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Audience
Companies searching for a solution to manage their assets and website content
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not 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
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
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationAltvia Solutions
Founded: 2006
United States
www.sharesecurely.com
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Company InformationImagineer Technology Group
Founded: 1998
United States
www.imagineertechnology.com/WebVision-Fund-Marketing-and-Reporting
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Alternatives |
Alternatives |
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Categories |
Categories |
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Virtual Data Room Features
Anonymity Management
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
Supported
Role-Based Permissions
Supported
Secure Preview
Not Supported
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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
No info available.
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Integrations
No info available.
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