Launch Checklist
This guide gives you the best practices that you will want to review prior to inviting investors to the platform.
Review the following:
Portal Notification Templates:
Automated messaging from the platform. These e-Portal Notifications are custom...
User Invitation Template
The following text is suggested when communicating to investors that your firm is launching IMS. Using Bulk Email in IMS, you can create an announcement to send to hundreds of investors quickly and easily. Please keep in mind, the following is onl...
