Please contact your Client Success Manager to have this module enabled. There is no associated fee.

The Investor Link module allows users to link investor profiles without a shared email. Once the Investor Link Module has been activated, users will see a Linked Investors table within the investors 'Contacts' tab.

To Link new investors click "+ Link Investor".

Choose the active Investor profile from the drop down and define the relationship.

Please note, this is only a 'one way' connection - if users wanted both investors to ‘see’ each others profile, they would have to connect both profiles VIA the Linked Investors table. You would have to go into the secondary investor's profile and define the linked investor from their 'Linked Investors' table as well. Also, each linked profile must have an active investor portal in order for the other investors to view their portal successfully.