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investOrbit for
SERVICE PROVIDERS
Use the investOrbit platform to save time and money by streamlining communications with current and prospective clients.
Prime services, investment consultants, fund administrators, custodians, RIAs, placement agents, fund accountants, compliance consultants, accounting firms, law firms, and other organizations providing services to fund managers and/or institutional end-investors:
  • Safe, private communications and information sharing
  • Unlimited two way file / document exchange
  • Permission your colleagues to interact with specific clients
  • Share notes with your team or with clients
  • View a complete visual timeline of all interactions
  • Audit trail capability
Demonstration
Discover how the investOrbit platform can revolutionize communications, file sharing, and client satisfaction.
Register
Ready for easier, smarter, compliant, and coordinated client communications and file sharing developed exclusively for the investment industry? Request Access
Insight
Read about the role of technology in improving client relations from Matthew Cartwright, Co-Founder and Co-CEO of investOrbit and Co-Chair of the AIMA Cybersecurity Working Group.