Customer realtionship ManagemeNt

The CRM that's tailor-made
for you

It’s designed to help you manage your assets and engage your investors.

Document Security

Two layers of security to protect files and ensure the correct users have access to the right uploaded files.

Investors and Prospects

Manage your contacts, entities, ownership data and distributions in a one centralized location for all your team to access and update.

Document Management

Create a secure online hub for all your shared documents and records so your team members and investors stay connected.

Fully Customizable CRM

We understand that no two companies are alike, that's why we let you choose the CRM fields that meet your business needs.

Filesystem Timeframe

Specify your preferred uploaded document timeframe for individual investment files, bulk investment file uploads, and statements.

Update Capital had a excellent user experience. The portal provided a clean, simple way for investors to access their needed data, statements and documents for multiple investments. That in combination with their competitive pricing put them over the top for us

Erik Loptson
Western Wealth Capital
$2.3 Billion AUM

Talk to a Product Expert

We can show you how to take your investor relations to the next level
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We create solutions tailored to industry professionals. Join the leading experts across the US and Canada.
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Gen II Fund Services, LLC
805 Third Avenue, 24th Floor
New York, NY 10022
+1 (877) 202-0806

General Inquiries:
Vancouver, BC office
1687 W. Broadway
Suite 303
Vancouver BC V6J1X2
+1 (604) 757-1570

Trusted by the world's most innovative firms
- big and small

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Ⓒ 2023 Update Capital, Legal