TNR's Portfolio Portal creates a secure Internet location for Portfolio Companies to upload confidential information. Portfolio Portal allows underlying portfolio companies to log in through your website and upload static documents, such as PDF's, Word and Excel files. Portfolio Portal also acts as completely interactive tool that enables them to post real-time financial data with online query functionality. The system is 100% configurable by end users, and has a flexible security architecture with multi-level approval and lock-down functionality.
As part of the standard deployment of Portfolio Portal, our implementation specialists will import the style sheets of your existing website to ensure that the web interface matches the “look and feel” of your existing website and includes all of your company branding.
Creates a secure Internet environment for your Portfolio users to upload their information
Allows Portfolio users to either enter their financials manually or import them from a TNR-provided Excel templates and then upload them into TNR via a web interface
Gives Portfolio users the ability to import documents of various types and then post them into TNR
