Vault subscription options

Database managed to zero bounce on a daily basis, in-depth profiles, GDPR compliant.

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Register for alerts link for your website.

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Automatic branded stock exchange announcement alerts.

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Dashboard with PDF download

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Notify your database of updated calendar items with a single click.

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Upload and issue alerts for reports, webcasts and online reports in a few seconds.

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Create engaging, responsive communications in a few minutes at no extra cost. Link in your choice of downloads, with one click.

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Cut out admin: Vault seamlessly manages invitation sends, reminders and RSVP’s. All events RSVP’d to stored in member’s profile view for your review.

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XML website feeds for Calendar and Documents are an option, pricing is based on complexity required.

Beneficial register uploaded monthly

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All individual fund managers allocated to all beneficial holdings - added to your group.

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Universe of buy and sell-side in your sector - added to your group.

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Peer analysis - fund managers can be added to your group.

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Recording, transcripts and AI summaries (Online, editable and downloadable).

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Record any interaction (0ne-on-ones, results presentations, webcasts, viceo meetings, conferences, with mobile.

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Create upcoming meetings list with dates, locations, participants (who is?) and one click record

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Add to calendar

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In depth profiles on fund manager and analyst participants

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Upload reports,files and documents

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Transcripts and documents stored in a private AI Knowledge base, queried with English context questions

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Recordings, transcripts and documents stored indefinitely, creating an institutional memory.

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Sorted by multiple criteria

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1800 minutes of recording per 12 month period

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