NEXT-GEN SOFTWARE FOR

Open-Ended Funds / Traditional Asset Management

Competition for capital in the fund management space is fierce making it increasingly challenging for even the best performing managers to stand out from the rest. This has created the need for fund managers to proactively engage with current and prospective investors on an ongoing basis.

AtomInvest’s software provides an integrated set of tools that enable you to more effectively manage your investor relationships, track engagement and help you stand out with an Investor Portal which showcases your performance and strategies to your prospects and current investors. Furthermore, Atominvest’s software provides built-in regulatory compliance checks for fund marketing and workflows for subscriptions/ redemptions, allowing your investor relations teams to focus their time on fundraising and key strategic initiatives.

Fundraising & Investor Relations

The complete investor relationship management system

Investor Portal

A slick, branded Investor Portal providing a seamless experience to your investors

Onboarding & Operations

Efficient investor onboarding & operational workflows

Contact & Relationship Management

Manage your contacts and amplify your key relationships

CRM | Investment Process Management 

Reporting & Administration

Seamless reporting & investment administration

Investor Reporting | Subscriptions & Redemptions

Service Provider Access

Access and workflows for all your service providers

Fund Admins | Legal Counsel

Enterprise Ready

Tools and plugins to seamlessly integrate into your current setup & processes  

Outlook Plugin | Excel Plugin | Bulk Uploads & Downloads | Single Sign On | User Permissioning | Enterprise Grade Security 

See Our Software In Action

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