Seamless data transfer, digital consolidation and simplified operations. Take excessive back-and-forth and manual paperwork out of your process to boost efficiency and enhance client relations.

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FEATURES

Smarter client management

Reduce paperwork and streamline processes to enhance efficiency. Our intuitive tools help you track interactions and personalize communication

Compliance & Deal Approval

Record compliance activities a range of KYC and KYP tools. Make regulatory audits smooth, simplify deal approvals and ensure every transaction is up to standards with with regulatory and company standards

Issuers & Offerings

Manage your product shelf on a centralized platform. Add, organize, and oversee investment offerings with real-time tracking and performance monitoring.

Advisor Access

Boost advisor workflow with client account tracking, real-time net worth calculations, transaction management, and automatic concentration limit display, based on province or jurisdiction.

Enhanced Tracking & Transparency

Gain insights and maintain clarity with our advanced tracking and reporting tools

Investor History

Create non-trade investment actions with notes and documents to track ongoing suitability. Maintain a chronological log, complete with compliance review options.

Reporting

Track financial performance, improve transparency and make data-driven decisions with real-time monitoring of commissions, referral fees and more. Customize reports and enhance relationships with advisors and clients.

*Additional fees may apply

CRM2 Statements:

Consolidate client information into branded statements and meet regulatory requirements. Cover all CRM2 obligations, reporting on transactions, fees, positions, and performance and enhance your client transparency.

Simplified workflow

Streamline your operations by reducing manual tasks and improving data flow, enhancing overall efficiency and client satisfaction. Our features enable seamless integration, digital consolidation, and simplified processes, allowing you to focus on building strong client relationships.

Investor Portal

A branded client portal accessible from any device. Featuring statements, project updates and transactions.

Digital Signatures

Secure and efficient signing of documents electronically, streamlining workflows.

Lead Generator

Our whitelabeling package features a powerful module for business growth. Use a unique URL to collect custom info from potential investors via your website or digital marketing materials.

Whitelabeling

Customize the software with your branding, ensuring a consistent brand experience.

Custom Alerts

Enables personalized alerts and updates, keeping users informed about important activities and changes

Data Sync

Ensures that investment data is consistently updated providing valuable insights into capital raising efforts.

Start streamlining your day to day

Finding the right solution and getting started with Raisr will have your business improving in no time

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