Easy Partnership Management
Partnership View provides a secure online login with asset values, investment performance, partnership profiles, manager profiles, and safe digital document distribution.
Accountablity and Transparency
Easy access to partnership information for all partners creates better accountability and transparency for everyone.
Asset Value Tracking
Provide a value history of assets held by the partnerships you manage. As equity or value changes over time, each partner is provided clear and transparent reporting.
Secure Online Login
All information is transmitted using secure encryption - the same level of encryption used by leading banks. Credit card information is transmitted, stored, and processed securely on a PCI-Compliant network. Your partnership data is secure, backed up, and only visible to you and the partners you invite to each of your partnerships.
Return On Investment
Show important bottom line metrics such as total return on invested capital and annualized return on investment. Partnership View makes it easy to show when distributions have been made and notifies your partners.
Digital Document Storage
Rest easy knowing all documents uploaded to Partnership View are secure and available instantly. Files are stored on a durable, encrypted, reliable, redundant, and automatically backed up infrastructure. You can make files available to all partners in a partnership or restrict access to a single partner, including yourself.
Marketing Value
Give temporary access to prospective customers requesting additional information about your management operation. Pick particular partnerships to show that illustrate your partnership management performance. Partnership files and partner information are protected from these temporary users.