At the end of April, the team at CFMG Capital were pleased to launch the new investor portal, a key tool for our extensive and loyal investor base to access important documentation in a secure environment and also complete any administrative updates on their profile.
In early communications surrounding the emergence of the COVID-19 crisis, CFMG Capital remained committed to operating as normally as possible, whilst also taking the opportunity to continue to evolve the business and how we service and communicate with our customers. The newly established Investor Portal is part of this ongoing process and feedback from investors thus far has been exceptional.
The CFMG Capital Investor Portal has been established on a new technology platform and is a secure environment with two factor authorisation and unique login credentials for each investor. Once investors have accessed the portal, they are able to view each of their investments and also access key documentation such as holding statements, tax statements, distribution statements and also quarterly investor updates for the life of each project all in the one secure location. Live sales and revenue statistics are also available, and investors are also able to perform administrative updates in relation to their investments.
This portal serves multiple purposes for both investors and the CFMG Capital team. Investors are able to access important documentation and make simple updates at their fingertips and CFMG Capital can point to further updates in technology and systems to enhance our client experience and with the information available, also boldly underline a commitment to ongoing transparency with each project.
It’s important to note, that the team loves hearing from you – so if investors ever have any queries, the team would still love to help you directly via email, phone and even in person when social distancing restrictions are wound back.
Have any suggestions for the portal, drop us a line on info@cfmgcapital.com.au