Discover the benefits

Share Documents.

Manage all your due diligence documents, newsletters and marketing materials. For each document, decide who can access it.

Create Reports.

Make your team more effective with data driven insights. Export reports to Excel, PDF.

Provide Access.

With our customer portal, you can provide access to the EMD, rep and investor. They can download account statements 24/7.

Generate Statements.

Create your own custom statement with our statement builder tool.

Some issuers that work smarter with Passiosoft PCFM