Turn AI Into AUM
Eliminate manual tasks and instantly discover data-driven, actionable insights. The InvestorFlow solution suite is powered by AI for every workflow, enabling your team to work faster and smarter.
Watch InvestorFlow AI in Action
Industry standard technologies proven to be scalable and reliable
Security
Application security testing (AST) performed by an independent third party who is listed in Gartner's Magic Quadrant as a Leader.
Permissioning
Robust permissioning make it easy to manage investors and your staff, insuring they see only what you want them to see.
Trusted
Hosted in a SOC 2 Type 2 compliant environment with strict and verifiable controls and processes.
Reliable
99.999% Guarantee.
Performance
Industry-proven speed and stability of Rackspace, a global leader in application hosting, infrastructure and security.
SaaS Model
Easy access from any computer, anywhere. No installs and no hardware for you to maintain.Enterprise API
An API is a very useful mechanism that allows two pieces of software to exchange message or data in a standard format. Our enterprise API allows our clients to integrate our platform with Salesforce, DocuSign and Seismic. Any back-office or CRM can be integrated to create compelling investor experiences and workflows.