Additional Resources
Additional resources for Onboarding and Investor Support
Investor Support
- Investor Portal Login FAQ
- Investor Dashboard Login & Tour
- Managing Your Profile
- How to Add An Additional Profile
- Add Bank Account
- Investor Password Reset
New User Training
Key Property Insights (KPI)
- KPI Best Practices and FAQ
- Sponsor Metrics Dashboard
- Operational Summary
- Period Analysis
- Asset One Pager
- Portfolio Comparison
Exports
- Exports Index Page
- Export Banking/Tax Information
- Export by Investment: All Entities Export
- Communication Export (CRM)
- Activity Log Export
- Wire Transfer Data Export
Onboarding Resources
- Investor Portal Configuration
- User Invitation Template
- Launch Checklist
- Customer Success Model
- Customer Support SLAs
- Investor Support Policies