Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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What is WebVision?
WebVision is a highly secure and flexible cloud-based content management system (CMS) and investor portal designed specifically for asset managers, offering vital access to marketing resources, fund performance metrics, and extensive reporting capabilities. This innovative platform can function as a module for fund or investor reporting that seamlessly integrates with an existing website, or it can be tailored into a completely custom site crafted by the design specialists at Imagineer. With its powerful online portal, the system automates communications effortlessly for both investors and potential clients. WebVision operates autonomously, with the ability to import data from various proprietary systems or customer relationship management (CRM) platforms, and can also be fully integrated with Clienteer to boost control and automation features. Additionally, the platform incorporates the Fiveblocks reputation management tool, which aids in monitoring user engagement, maintaining your online reputation, and strengthening your brand identity. By utilizing these advanced features, asset managers can not only fulfill client expectations but also optimize their operational workflows for greater efficiency. Overall, WebVision stands out as a comprehensive solution that enhances both the client experience and the asset management process.
What is Fidelity Private Shares?
Fidelity Private Shares is a dynamic equity management platform designed to simplify a wide range of essential tasks for private companies, from their initial establishment to raising funds, managing governance, and facilitating successful exits. This cutting-edge platform boasts a real-time cap table and stock ledger, in addition to forecasting tools for future funding rounds and exit strategies, as well as automated workflows for equity issuances, human resources tasks, and board activities, all secured within a data room that provides document storage and sharing capabilities with customized permissions. Organizations that leverage this platform can seamlessly distribute equity to their employees, generate ASC 718 reports, manage 83(b) elections, and coordinate board and shareholder approvals, all while automating the creation of legal documentation required for financing rounds in a unified collaborative space. Moreover, it significantly enhances portfolio management for investors and funds by delivering in-depth analytics related to internal rate of return (IRR), cash-on-cash returns, projections for exit scenarios, valuation trends, and immediate access to the necessary documents of the underlying companies, thus ensuring a holistic approach to equity oversight. Additionally, the platform's extensive feature set empowers both companies and investors to effectively address the intricacies of equity management, ultimately leading to improved operational efficiency and strategic decision-making. With its innovative solutions, Fidelity Private Shares positions itself as a key player in the evolving landscape of equity management.
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
API Availability
Pricing Information
Pricing not provided
Free Trial Offered?
Pricing Information
$400 per month
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Standard Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Online Training
Company Facts
Organization Name
Imagineer Technology Group
Date Founded
1998
Company Location
United States
Company Website
www.imagineertechnology.com/WebVision-Fund-Marketing-and-Reporting
Company Facts
Organization Name
Fidelity Private Shares
Company Location
United States
Company Website
www.fidelityprivateshares.com
Categories and Features
Content Management
Audio Content
Customizable Templates
SEO Management
Text Editor
Version Control
Video Content
Website Management
Equity Management
Deal Management
Document Storage
Participant Portal
Private Equity
Financial Services
Analytics
Compliance Management
Customer Engagement
Virtual Data Room
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Role-Based Permissions
Secure Preview
Categories and Features
Equity Management
Not specified