Build your investor portal.

How to build your investor portal

1. 1

   Describe the job

   Organize investor documents by reporting period and intended recipient.

2. 2

   Review the first version

   Choose how the fund operations coordinator records the investor alias and how the authorized document reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your investor portal

• Keep the investor alias in context

  Keep investor alias, fund reference, document version, access request, reporting period and review together so the next person can understand the request or record.

• When the next step needs a decision

  A report intended for one investor is linked to another account. Keep it restricted pending an access review rather than displaying the document.

• Keep review visible

  Hold the document for access review when it is linked to the wrong investor.

• Choose what each person needs

  Give the fund operations coordinator a working view and the authorized document reviewer a review view. Keep investor alias and fund reference attached to the decision as the work moves between them.