CRM, software automation, hubspot, vtiger, salesforce. This is the investment portal developed for a US-based company that can handle open investment entities. Investors can go through the open investment entities and have a look at the complete details of the property. Along with that, they can invest in that property by completing the whole investment form and digitally signing the agreement. They can manage their investments from the portal and can have an overview of their contributions, distribution returns, and net asset values. The portal also has an interactive dashboard for investors, staff members, and admins. It's a complete digital solution for managing investors, investments, and returns. One can track the transactions, returns, and net assets values with a single click.
