Correspond: Investor Edition

Ready to enhance communication with Investor Contacts by generating and delivering documents via email and ShareSecure? We’re here to help.

Articles

Batch Emails

How to Use the “Filter from Report” Button in an Investor Correspondence Batch

How to Send an Investor Correspondence Batch

Documents

How to Split a Single Document in Investor Correspondence (PDF)

Investor Contacts

How to Manage Master Investor Contacts (MICs)

What are the Delivery Options for Investor Correspondence?

User Guides

Correspond: Investor Edition

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Match by Filename

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PPM

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Follow-Up Emails

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Multi-Entity Batch

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Correspond Investor Edition Training

Generate and send investor specific documents such as Capital Calls, K-ls, and Distribution Notices.

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DOCUMENT GENERATION

Generate and Distribute Investor Documents

Self-paced Training Module