Investing In Your Success
This is an item acquired to generate profit or increase in value over time.
What is an Investment?
This is a record type that you would assign a contact as a primary contact.
What is an Investing Entity?
This is a record type you can edit document access on.
What is a Contact?
This is a record type that you can add multiple photos to.
What is an Asset?
These are the two record types you can share documents to on the Investor Portal.
What is Investment and Investing Entity?
These are two examples of an Investing Entity
What is an LLC and an Individual?
These are two record types that can be assigned tags.
What is an Investing Entity and a Contact?
This is a form that can be embedded into our clients websites.
What is a Contact Form?
This is required in order to utilize the bulk K-1 upload tool?
What is a Tax ID?
This is a record type that you would associate a contact with.
What is an Investing Entity?
This record type can be uploaded in bulk.
What is a Contact?
This is a record type that an asset can be added to.
What is an Investment?
These are three examples of an asset.
What is a Property, Private Jet, and a Business/Company