For Financial Advisors

Help Your Financial Advisor Partners Achieve Investor Portfolio Diversification

 

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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!

 

Advisor Engagement

Invite your advisors to join your private portal and use the platform to engage and promote your offering to their client investors.

Investor Relationship

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.

Investor CRM

Capture and track both your investors and your advisor’s investors in a central, organized database.

Advisor Performance

View advisor activities associated to each offering and see who is promoting your offerings to investors.

Reach out to learn more.