Client Webinar 10/1: Key Features of New Product Upgrade

By Anne Guenther

New features, new experience – that’s the exciting news with the portfolio management software product upgrade for AIM, ShareSecure and AIM Investor Correspondence. This is a major update and we invite you to participate in an educational webinar hosted by our product team on October 1 to take advantage of these new features for more productivity, transparency and security.

Join us on October 1 to learn about:

AIM – Interactions gets a huge update with new features such as the ability to create follow-up tasks, attach print-ready interaction summaries and quick custom blurbs to your notifications, improved Outlook and mobile integration, and much more.

ShareSecure – Notable updates include document versioning to better support compliance and record keeping requirements, dynamic PDF watermarks, activity reports (that can be exported to Excel), improved activity feed with “filter by activity type,” and customizable email templates.

Click here to register.

Please contact us for a free demo on our alternative investment software and see firsthand how our products can work for you. Don’t forget to follow us on LinkedIn and Twitter to get the latest news and portfolio management software updates.