Investor Portal Integration For Fund Managers

Published: 12 June, 2022

More and more managers are building out investor portals.

However, the data generated by these portals are not being harvested by the marketing teams and as a consequence, no automations are being built.

Those that have integrated their investor portals have built automations that assist in the investor engagement and retention programs of IR teams. Below are the lists that have been used to great effect.

  • Which investors are reading about products they are not invested in
  • Which investors have stopped reading what they have been emailed
  • Which investors have stopped accessing the investor portal
  • Which investors – who have been dormant – are suddenly reading or accessing the portal

These actions can then prompt automations that alert the IR team or trigger a sequence of emails to the investor.

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