Provide Your Financial Advisors With Easy Tools to Engage and Educate Their Investors
Financial advisors today have doubts as to the returns they can provide for their investors from traditional stocks and bonds, and even REITs. And investors are demanding alternative options for passive investing. According to the 2017 Trends in Investing Survey from the Financial Planning Association, 47% of financial advisors are looking for new ways to diversify their client portfolios. CrowdStreet can help you connect and engage with your financial advisor partners in a better way, so they can meet the needs of the modern investor. Gone are the days of printing and mailing Private Placement Memorandums to prospective advisors and their investors, and of one-off communications.
Promote Your Offerings to Financial Advisors
Easy-to-use online advisor tools simplify promotion of new offerings and investor communications.
Advisors using the CrowdStreet platform are able to promote your offerings online to their client investors and track investor engagement. They can also use the advisor tools to provide updated investment information to their investors throughout the investment period. How does it work? First, sponsors invite advisors to join their private portal. Advisors then use the CrowdStreet platform to invite their investors to join the portal, access offerings and download offering material. Simple!
Invite your advisors to join your private portal and use the platform to engage and promote your offering to their client investors.
Honor the advisor-to-investor relationship by flagging the investor as the advisor’s client throughout the investment period.
Engage Client Investors
Enable advisors to easily share your offerings with simple email campaigns and track whether messages have been received.
Lead Scoring & Tracking
Powerful tools allow your advisors to prioritize and engage the strongest prospects for your offerings.
Capture and track both your investors and your advisor’s investors in a central, organized database.
View advisor activities associated to each offering and see who is promoting your offerings to investors.