Your clients can initiate orders and you can automate as much or as little of the follow up as you wish (execution document recording is built in). You always control who can invest with you.
Investors can complete and pass testation documents to you electronically. So now you can limit your follow-up to those investors who pass filters and are most likely to invest.
Add new offerings. Update progress on funding goals. Load presentations. The Zacks Web Solutions platform frees you from hosting and maintaining the site, but you get complete access to edit and update it 24/7.
10 S. Riverside Plaza Suite 1600 | Chicago, IL 60606
312-630-9880
