Investor Statements

  • Generating Investor Statements
    Click Documents > Investor Statements on the top navigation panel. All existing Investor Statements will appear in the list. To add a new statement, click Create Statement. Type a Statement Name, choose the desired Template, add a Date Range, pic...
  • Investor Statement Templates
    Click Profile and Preferences at the top right, click Investor Settings. Choose the Statement Templates tab. Here you will see 3 auto-generated templates along with any other templates that have been added. Note the options to edit, duplicate, and...
  • Investor Statements FAQ
    Is there a limit to how many templates I can create? No – you can have an unlimited number of templates which allows you the ability to setup Project level specific reports if desired. Can I customize the names of the fields I can pick for a table...
  • 🎬 Investor Statements
    Overview IMS allows you to generate and publish professional and branded Investor Statements directly to your investor's portals.  Step By Step This video will go over how to create investor statements from an existing statement template. First c...