Category: Thought Leadership

“Build it, and they will come…” – Bill Durham/Field of Dreams. Has your company implemented an investor portal only to find out that your investors don’t log in? Is a “failure to launch” proof investors are not interested in using a portal?

Most investors seek convenience, simplicity, and easy access (CSE). For traditional financial assets, CSE means daily, weekly, or monthly electronic updates on their investment market values, losses/gains. It means not having to make phone calls to get forms.