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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