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
Customizable Templates
SEO Management
Text Editor
Version Control
Video Content
Website Management
Document Indexing
E-forms
Full Text Search
Image Editor
Equity Management
Deal Management
Document Storage
Participant Portal
Private Equity
Cap Table Management
ESOP Management
Financial Modeling
Options Management
Portfolio Management
Public Equity
VSOP Management
Valuation Management
Vesting Management
Financial Services
Analytics
Compliance Management
Customer Engagement
Branch Optimization
Channel Management
Performance Management
Risk Management
Virtual Data Room
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Role-Based Permissions
Secure Preview
Anonymity Management
Procurement Management
Project Management
