Deliver documents directly into the investor's hands

A practical guide to choosing the right approach for different communications, from transient messages and live information to documents recipients should keep.

Download PDF

A complete approach to customer documents

Different documents do different jobs

Business systems, email and messaging, portals and Documentd each serve a different purpose. The right choice depends on the job: creating and managing information, communicating, providing access and interaction, or permanently delivering an important document to the recipient. Using each in the right way creates a better customer experience and reduces avoidable support queries.

Business systems Create & manage

Generate, manage and control documents and investor information.

Email & messaging Communicate

Alerts, reminders and everyday communications.

Four complementary roles The right tool for the right job

Better experience · fewer support queries

Documentd Deliver, keep & find

Deliver permanent, recipient-owned copies that remain private, accessible and easy to find.

Portal Access & interact

Secure access to live information, transactions and account services.

No single channel is right for every communication. Email works well for transient messages, portals for live information and interaction, and Documentd for important documents that ought to become permanent, recipient-owned records.

Fund administration in practice

Choose the right approach for each communication

Portals are the right place for live information and interaction. Email and messaging handle transient communication. Documentd is designed for important, point-in-time documents that should remain with the investor. Using each appropriately gives investors a clearer, simpler experience and helps reduce avoidable support queries.

Email & messaging

Communicate

Best for short-lived information and prompts to take action.

General announcements
Meeting reminders
Portal notifications
Service updates

Portal

Access & interact

The right place for live information and ongoing interaction.

Live valuations
Account information
Transactions
Interactive reporting

Documentd

Deliver & retain

For important point-in-time documents investors should keep.

Capital call notices
Distribution notices
Investor statements
Tax documents
Executed agreements

Where Documentd fits

Portals provide access. Documentd gives important documents a permanent home with the recipient.

Portals are excellent for live information, transactions, reporting and secure interaction. Email and messaging are efficient for alerts, reminders and other transient communications. Important point-in-time documents have a different job: investors may need to retain them and find them again years later.

Documentd is designed for those documents. It delivers a permanent, recipient-owned copy into the investor's own private document home, independent of continued portal access and easy to find again whenever it is needed.

Business systems create, manage and control documents and underlying information.

Email & messaging communicate alerts, reminders and other short-lived information.

Portals provide secure access to live information, transactions and interaction.

Documentd delivers permanent, recipient-owned copies of important documents.