Simple and transparent pricing
| InvestorSet Per Deal (Series) Pricing | Setup & 1st Year | Maintenance |
|---|---|---|
| Unlimited users | ||
| Unlimited admins | ||
| Unlimited fanatical 24x7x365 phone & email support | ||
| Dedicated email and recorded audio uploading | ||
| Free report migration from an existing trustee or provider |
| InvestorSet Per Deal (Series) Pricing |
|---|
| Unlimited users |
| Unlimited admins |
| Unlimited fanatical 24x7x365 phone & email support |
| Dedicated email and recorded audio uploading |
| Free report migration from an existing trustee or provider |
An InvestorSet is a document library containing the final documentation (eg offering memorandum) and periodic remittance reporting related to a fixed income security. This information is important to existing and prospective owners of securities and is typically made available only on third party trustee websites, which can be difficult and inefficient to access. Our goal is to streamline your access to facilitate efficient capital markets operations.
Each issuer that utilizes InvestorSet authorizes us to make their documentation available to hundreds of the leading institutional investors and broker dealers. If you are on that list, you will receive immediate access. If the issuer has chosen to restrict access to their documentation, our fanatical 24x7 support team will reach out directly to the issuer on your behalf.
Yes. All InvestorSets are equipped with a dedicated email address that enables you to upload messages and their attachments directly into the InvestorSet via email as well as a dedicated recorded audio line to easily record and upload a conference call.
A new InvestorSet can be setup in minutes. Once you're ready to get started, simply register your account, login, click "Create InvestorSet" and complete the short 30-second form. Alternatively, you can email our fanatical 24x7 support with the name of your InvestorSet and a list of users you would like to be set as administrators, and we will happily create it on your behalf.
No. If you or your client have an engagement letter on file with FINSIGHT, you will notice that our full scope of Services are covered subject to specific work orders (now or in the future) submitted in writing, by email, over the phone or through the use of the Services. In other words, you are free to execute once and continue to utilize our Services as applicable. Please feel free to reach out to our fanatical 24x7 support at any time for confirmation.
To deactivate an InvestorSet, simply login, click settings next to your respective transaction and select "Deactivate InvestorSet". An email confirmation will be sent to you and our fanatical 24x7 support will follow-up with an invoice if applicable.
Yes. Note that invoices processed via credit card are subject to a 3% additional fee.
