1to1Real™ Investment Portfolio Management –
The Automated Investment Portfolio Connection Engine
Conatct Us For More Information
Managing a complex and diverse investment portfolio can be simple. 1to1Real™ Investment Portfolio Management (IPM) can transform your investment management business by using automation to streamline your workload and manage your clients.
1to1Real™ Investment Portfolio Management – Your Automated Investment Connection Engine
The 1to1Real™ technologies have been used in managing complex processes in highly regulated situations and industries for over a decade. Now, for the first time, they are available for small to medium sized exempt market dealers and syndicators. 1to1Real™ IPM isn't just about compliance either. With advanced marketing automation, not only will you be in compliance – you'll be able to build and manage new capital and investors like never before.
Imagine an investment management system that could prepare reports and ensure compliance on every single investment and for every one of your clients. Imagine generating year end tax slip information in one step and managing investor communication automatically. 1to1Real™ IPM can automate your paperwork, connect you better to your investors and transform your business with revolutionary new tools and technology. Use your time to manage your assets and acquire new investors instead of slaving over paperwork with 1to1Real™ IPM.
Maximize your time and increase profits – discover the smarter way to run your business with these features:
Client Management
Connect better to your clients and give them in information they want and need – automatically through custom portals, email or directly to their wireless devices.
- Connect client records to individual investments, distributions, reinvestment of distributions and tax forms with the patent pending BIPED Business Investment Process Engine
- Instantly create fully compliant, approved communications for brokers to use
- Offer advanced reporting services online, via email and secure login areas on a 1to1 basis to your investors and partners
Back Office Automation
1to1Real™ IPM manages complex tasks through simple, easy to use App based technology, breaking you free from the regulatory tangle.
- Distribution management & re-investment of distributions are automatically calculated and managed for seamless unit and capital account tracking
- Generate the tax reporting forms, distribution reports and compliance notices you need for year-end tax filing directly from 1to1Real™ IPM
- Client Email and phone note correspondence is captured, date and time stamped and stored for audit ready record management
- Automated KYC rule tracking – everything is kept for the entire lifecycle of the investment
Get Started Today
Contact us to learn how we can customize 1to1Real™ IPM for your business. Speak to a 1to1Real™ IPM specialist today: 1.877.621.4266