LIIF has been using Formidium Fund Administration for the past 6 years and they've been great for our notes and smaller accounts. As a tech-enabled fund administrator, they offer daily account values, along with monthly fund accounting and annual tax ...
Glad to see all the interest in learning more about setting up an investor portal. Until we have someone who offers to share their experience, I'll keep this thread going. Eddy Lopez Jr. Senior Investor Relations Associate P: ...
If you have Salesforce, look into their community option. We use a version of it for our borrowers and it works very well. Community Cloud: Experience the Powerful features of the Enterprise Communities Platform - Salesforce ------------------------------ ...
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