What benefits are there to activating Investor Accounts in an Enterprise Account?

There are many reasons why Enterprise Account Managers should activate their investors' accounts. Here are some of the many benefits:

  • Provide transparency between your organization and investors
  • Instill greater confidence in your investors regarding your organization’s management capabilities and level of professionalism
  • Reduce administrative demands because investors can access information any time from any where
  • Alleviate reporting pressure since Account Statements are generated automatically and available directly to investors
  • Ensure group accountability and timeliness of updates
  • Increase engagement with and retention of investors

Here are some things to consider prior to activating investor accounts.
Learn how to activate investor accounts.

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