Dashboards at a glance
Group capital raise dashboard
A simple snapshot summarising capital raise information.
Contact details
Prezipo has multiple reports that display client and contact details. The data scope can be restricted to groups, authorised persons and users by group.
Detailed client information
The contact details page displays information about the client. Fields can be added in with ease and the format customised.
Client portfolio dashboard
Prezipo offers a combination of formats in reporting of unlisted assets in a portfolio for a client. Alternatively, it allows for a single report for each asset class in a portfolio. Print a printer-friendly or email a PDF version to the client.
Document management
This tab displays a list of documents associated with the investor.
Client asset register
View a list of shares available in the system. Users can update the market and book value of each share.