Syndicate Investor Communication
CompleteEmpire provides the following two methods of communication to investors:
- Via the client portal
- Send by email from campaigns
Both methods require the investor document(s) to be uploaded into the DMS for the syndicate.
Upload Investor Document(s)
The following describes the procedure to upload investor document(s) into the DMS for the syndicate.
- Goto the edit page for the required syndicate.
- Goto the Documents sections and click the Select files button or drag & drop the files into Drop files here to upload.
- Refer to the Online Help for more information.
Client Portal
Refer to the.The Client Portal - explore and use for more information
Employees with the correct permissions can allow clients’ portal access. The client will be sent a welcome email with instructions to reset their password and access the client portal.
The client portal makes it easy to keep clients informed by providing a secure environment to exchange information. The client portal allows investors access to the syndicate documents through the Documents widget.
Only documents marked with client access will be displayed in the client portal.
Configure Client Portal Welcome Email
Refer to Client Portal Welcome Email
The welcome email can be customized with the following instructions:
- Goto System --> Settings on the main menu.
- Configure the welcome email by editing Body and Client Portal Welcome Email Subject.
Enable Document(s) Client Portal Visibility
Document(s) client portal visibility can be changed with the following instructions:
- Goto the edit page for the required syndicate.
- Right click on the uploaded investor document(s) and select
Client Visibility.
- Select Make Visible to the client to allow viewing the document in the client portal.
Enable Investor Client Portal Access
Client can be provided access to the client portal with the following instructions:
- Goto the summary or edit page for the required syndicate and scroll to the
Investments.
- Select the investment for the required investor and click Client Portal Access from the top menu or right click to the context menu.
- Follow the instructions from the Online Help to configure the client portal access.
Email Campaigns
Investors can also be kept informed on syndicate updates via email campaigns with a customized email with links to the investor document(s) in the DMS.
Create the Campaign Email
Refer to the Online Help on how to create a campaign email.
Click the Document Browser button to insert a link to the investor document(s).
Run Email Campaign
The following identifies the steps to run an email campaign once the campaign email has been created.
- Create an email campaign.
- Add recipients.
- Send the campaign.
Refer to the following for more information:
How to Create an Email Campaign
Import Investors
Refer to the following for more information:
The instructions below provide the steps to add syndicate investors as recipients into an email campaign.
- Select the [Syndicate] tab.
- Click [Add new Condition].
- Hover to [Syndicate].
- Select [Name] to insert condition.
- Click [enter value] and type in the name of the Syndicate.
- Click [Add to recipients].
- Click [Yes] when prompt with “Are you sure?”.
- Click [Close] to exit Import from Database.
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