EIS fund manager invests in technology to transform investor and financial advisor experience.
A dedicated secure online self-service portal has been developed for investors in the Velocity Capital Advisors portfolio of high-growth technology startup businesses, as well as for financial advisors.
Recently launched, the portal makes it quick and easy for investors to manage and monitor the performance of their investments on desktop, laptop and mobile devices, anytime and anywhere.
Investors can check company valuations, view statements and check fees and charges. They can also keep track of cash positions and movements. The portal also enables investors to share documents and communicate securely.
Meanwhile, advisors can review their client portfolios, check charges and facilitation, and make online applications for their clients. The self-service portal can also be linked to an advisor’s back office through a specially developed API.
“Velocity’s self-service portal underlines our commitment to transparency and our dedication to delivering the best possible investor and advisor experience,” said Velocity Managing Director Rajeev Saxena. “Just like our high-growth technology portfolio, it also shows our willingness to invest in the latest innovation to encourage and support investments.”