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SS&C Intralinks

Fundraising & Investor Reporting

SS&C Intralinks is a leading financial technology provider for the global banking, deal-making, and capital markets communities. Their technology enables and secures the flow of information facilitating strategic initiatives such as mergers and acquisitions, capital raising, and investor reporting. In its 20-year history, SS&C Intralinks has earned the trust and business of more than 99 percent of the Global Fortune 1000 and has executed over $35 trillion worth of financial transactions on its platform. 

Learn more about their exciting suite of products below. 

InvestorVision 

InvestorVision from SS&C Intralinks modernizes investor communication and fund reporting. It features a responsive and intuitive web portal that delivers timely and secure access to business-critical information to investors – when and how they want it. 

Key Benefits

  • Enable faster analysis with standardized ILPA templates that make it quick and easy for investors to track and manage investments across multiple funds
  • The platform allows General Partners (GPs) to be more transparent, responsive, accurate, and timely with their reporting obligations
  • Seamless workflows allow GPs to manage reporting across their funds, track investor activity, and upload critical data effortlessly 

Marketing and Investor Onboarding 

With Intralinks’ integrated marketing and investor onboarding solution, hedge funds can significantly improve capital raising with accelerated workflows, automated investor onboarding, and seamless investor communication.  

Key Benefits

  • Seamlessly market your fund — post fund-level information, permission users to view material, and alert prospects when new information is posted
  • Track investor interest with powerful document access and activity insight reports
  • Leverage Intralinks’ white label service to give investors a branded experience with consistent communications
  • Integrate with CRMs via APIs and connectors
  • Give investors easy access to due diligence documents on any device via the Intralinks Secure Mobile App 

InView 

InView is a purpose-built portfolio management solution for limited partners (LPs) that aggregates financial reports across funds from multiple sources and presents them in one user-friendly integrated interface. 

Key Benefits

  • Report aggregation allows you to consolidate data from general partners (GPs) across funds, including InvestorVision™ and other external systems  
  • Streamlined workflows help to keep portfolio management operations and communications on track with fund managers 
  • Get real-time access to fund investment data that enables you to gain insights and plan strategically
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