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WebVision™
Today's investors demand timely, accessible information. Using Imagineer's WebVision™, you can offer your clients secure 24/7 online access to their account information including balances, transactions, performance returns as well as general fund information, documents and newsletters. WebVision's web reporting module can be integrated with your existing website or we can design a website for you. We give you the ability to easily update and post all of your information.
Reporting for Fund Managers
Fund managers have access to information such as:
- View funds broken down by shareholders along with individual balances and transaction amounts.
- Generate e-mails to investors along with their client statements and/or other documents.
- View summaries of all balances and transactions in a given fund for a specific date range.
Reporting to Investors
Individual investors have access to information including:
- Account balances and transactions broken down by fund, as well as series and class in the case of offshore funds
- Information for any particular month since account inception up until the most current statement.
- Historical performance charts for their accounts as well as for the fund(s) in which they are invested.
- Related fund documents will also be available to be downloaded at the investors' discretion.
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