With increasing demands for more transparency, fund managers and institutional investors are challenged with the means by which to capture, report and share information. AIM Investor Correspondence is a document distribution add-on to the AIM solution on the Salesforce platform that bridges the gap between your CRM, front-office activities and legacy accounting system. With this communication tool, you can easily generate personalized Capital Call Notices, Distribution Notices, K1’s, Quarterly/Annual Reports and more – and then deliver via email or ShareSecure.
• Track each investor’s correspondence preferences and automatically distribute documents
Allocations Made Easy
• Calculate allocations of capital calls and distributions based on investor commitments and prorata ownership
• Integrated communication tool that connects AIM, ShareSecure (data room/LP portal) and legacy accounting systems so that you can generate documents and deliveries
• Integrate Investor Correspondence with your existing accounting and document generation means to more efficiently match files to investors/recipients, names these files and distribute in seconds