Products
Manage syndicated investments and investor payments seamlessly inside Salesforce. With our Syndication module, you orchestrate the entire lifecycle, from defining investor schedules, monitoring contributions and allocations, to triggering distributions and reconciling payouts.
Automate fund-flows, track participation shares, ensure compliance, and generate investor statements within your CRM. Whether you are servicing large institutional pools or multiple smaller investors, deliver accurate, timely payments, full audit trails and real-time visibility without exiting Salesforce.
