Investor Engagement Manager (IEM)

Stay on top of every LP relationship with Investor Engagement Manager. Whether you’re new to the platform or already finding your rhythm, we’re here to help you get the most out of your experience.

Articles

User Guides - Getting Started by Role

IR Associate

View or Download

Partner / COO / CFO

View or Download

IEM Training

Learn the basic workflows and how to get the most out of IEM. 

Powered By

GET STARTED WITH CRM

New User to the CRM

Self-paced Training Module

REPORTING

Create Reports in the CRM

Self-paced Training Module

DASHBOARDS

Create Dashboards in the CRM

Self-paced Training Module