Managing communications with family members can be a time consuming task. TNR Solution™ allows fund managers to take advantage of robust contact management, investor profile management, document storage, and reporting functionality.
With TNR Solution™ users can simplify investor communications, quickly and easily provide complete status reports, and better manage their entire investor communication process.
Tracks all family member profile information
Tracks all calls, notes, emails, and other interactions with each investor
Integrates seamlessly with Outlook, Word, and Excel for all communications
Maintains a complete up to date history of all investor related activities
Automatically tracks family members for each fund, and all corresponding amounts and activity
Provides indexed and searchable document storage for files of all types and sizes using drag and drop functionality
