You can review investors and investments from the investment and investors tabs. As both of these objects are inherently linked, you’ll find the interface allows you to jump to an investor’s investment or an investment’s investor easily to get to the data you need.

Reviewing an investment allows you to see whether the funds are received, the status of funds and AML clearing, and the investors contact information among other things.

View the video above to see everything you can see and do with your investors.