SS&C Intralinks
Mistakes to avoid when choosing your next investor portal
Evaluating investor portals can be complicated — and overwhelming! A simple mistake in the selection process can drive investors away, never to return.
Download this Tip Sheet to avoid making these common errors:
- Choosing an inefficient reporting platform
- Overlooking industry standardization best practices
- Dismissing security concerns
- Opting for a portal with a confusing interface, multiple logins and no after-hours tech support
Avoid mistakes. Get the right investor portal. Download this Tip Sheet now.
Download this Tip Sheet to avoid making these common errors:
- Choosing an inefficient reporting platform
- Overlooking industry standardization best practices
- Dismissing security concerns
- Opting for a portal with a confusing interface, multiple logins and no after-hours tech support