The most robust back-office software in the industry. Streamline administration, boost efficiency and gain valuable insight into your capital raising efforts.

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FEATURES

Clear data, instant insights

Simplified information and actionable insights empower smarter strategies and transparent communication, driving success at every stage.

Distribution Tracking

Simplify the tracking and reporting of critical financial activities within a centralized hub. Oversee distributions, redemptions, DRIPS, purchases, and transactions with real-time updates on a user-friendly platform.

EMD and DR Tracking

Drive smarter capital-raising decisions with actionable, data-powered insights, and enhance your fundraising strategies. Monitor financial performance, track commissions and fees, and pinpoint successful initiatives.

Advisor Access

Enhance your collaborative efforts by giving your advisors direct access to investors' information, shared documents, as well as offering and transaction details.

Communication & Transparency

Keep stakeholders informed, ensure accurate data representation, and align messaging with business objectives

Communications

Deliver impactful, targeted messaging to your dealers, advisors and clients. Effortlessly share essential marketing materials, presentations, and project-specific updates.

Reporting

Track transactions, manage unit availability, and view detailed reports on dealerships and advisors. Quickly generate share certificates, export essential forms, and securely share them with investors.

Statements

Generate, customize, and effortlessly brand comprehensive reports that showcase investment performance, transaction history, fee breakdowns, and more.

Full-service Management

An ecosystem that allows issuers,  investors, dealers, advisors and trust companies to connect securely with each other to facilitate the seamless transfer of data. Drastically reducing the amount of manual data entry, paperwork and human error.

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.

Certificates

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.

Strengthen your approach

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

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