Vault’s new comms/invite editor bears fruit
The new comms/invite editor enables you to create very professional invitations and results communications from your desktop, in just a few minutes.
Your investor database as never looked this good!
A big update on your members view! An overarching objective was to make the view more useful – now at a glance you can track your interactions with your key fund managers and easily sort by a number of key […]
Manage your stock exchange alerts
A small improvement that could make a big difference – thanks again to our clients for the idea: You can now turn off your automatic stock exchange alerts for as long as you want to. So let’s say – […]
Meetings rebooted
Vault’s new meetings function makes complying with the JSE note re keeping meeting records incredibly easy. Keep a detailed database of emails, telephone calls and face-to-face meetings complete with notes, requests and uploaded files. Download meetings to PDF in a […]
Vault analytics: Jet fuel for your database
Vault’s database analytics module enables you to database all the key investment professionals who have a role in determining the value of your organisation. Every fund manager who holds via beneficial funds, or has held previously, shares in your company […]
24 000 and counting
Vault’s database has grown to over 18 500 EMEA focused fund managers, analysts, researchers, media, individual investors and client executives. You might have noticed that the profiles of investment professionals are fully provisioned in the main, thank to our research […]
Governance and risk
A quick thought – can you guarantee to your board that your investor communications are reaching every fund manager or analyst that controls the allocation of your shares? For peace of mind, Vault’s database analytics module transparently allocates the correct investment professionals to every fund in […]
How Vault event invites avoid the Altzheimers effect
Nothing can be more frustrating than a person who totally forgets your name, company etc every time they make contact. And, for admins not using the Vault invite module, this is probably exactly how your event invites pan out. First one – enter […]
Vault upgrades to PHP 7.2
Vault has been upgraded to the latest version of PHP, the underlying progamming language that runs the Vault that we know and love. You should experience up 3 x faster user experience, particularly on the pages that have some heavy […]
When a black swan arrives…
Over the past months we have seen several clients experience various forms of crises. Immediately there is a huge uptick in stakeholders wanting to be added to the communications database, and swarms of investors anxious to receive timely updates, immediately they are […]