Audience
Companies searching for a solution to manage their assets and website content
About WebVision
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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Pricing
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
Imagineer Technology Group
Founded: 1998
United States
www.imagineertechnology.com/WebVision-Fund-Marketing-and-Reporting
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Product Details
Platforms Supported
Cloud
Training
Documentation
Webinars
Live Online
In Person
Support
Phone Support
WebVision Frequently Asked Questions
WebVision Product Features
Content Management
Audio Content
Supported
Customizable Templates
Supported
SEO Management
Supported
Text Editor
Supported
Version Control
Supported
Video Content
Supported
Website Management
Supported
Document Indexing
Not Supported
E-forms
Not Supported
Full Text Search
Not Supported
Image Editor
Not Supported
Equity Management
Deal Management
Supported
Document Storage
Supported
Participant Portal
Supported
Private Equity
Supported
Cap Table Management
Not Supported
ESOP Management
Not Supported
Financial Modeling
Not Supported
Options Management
Not Supported
Portfolio Management
Not Supported
Public Equity
Not Supported
VSOP Management
Not Supported
Valuation Management
Not Supported
Vesting Management
Not Supported
Financial Services
Analytics
Supported
Compliance Management
Supported
Customer Engagement
Supported
Branch Optimization
Not Supported
Channel Management
Not Supported
Performance Management
Not Supported
Risk Management
Not Supported
Virtual Data Room
Audit Trail
Supported
Collaboration
Supported
Data Protection
Supported
Data Storage Management
Supported
Document Tagging
Supported
Due Diligence Management
Supported
Role-Based Permissions
Supported
Secure Preview
Supported
Anonymity Management
Not Supported
Procurement Management
Not Supported
Project Management
Not Supported
