PCFM is a solution for exempt market issuers to manage their investors, documents, filings and key statistics.
Capital insights and analytics
Everything you need to manage your capital raise
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Centralize document management
Manage all your due diligence documents, newsletters and marketing materials. For each document, decide who can access it.
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Create reports
Make your team more effective with data driven insights. Export reports to Excel, PDF.
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Provide access
With our customer portal, you can provide access to the EMD, rep and investor. They can update contact information and download account statements 24/7.
Product Highlights
- All the benefits of software, without the drawbacks
- Designed with the issuer user in mind; empowering your business
- True configurability; solutions can be quickly adapted to your needs
- Years of experience infused into solution templates
- A platform and solution set that will grow with you
- Efficient back office solution that saves time and admin cost
Key features
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Security
With password-protected login, firewall protected servers and the same encryption technology (128 bit SSL) used by the world's top banks, we have the security elements in place to give you peace of mind.
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Make Your Brand Stick Out
Make Passiosoft PCFM your own by adjusting your statements to a design and color scheme specific to your business.
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Audit Trail
PCFM keeps a list of all the activity in your fund. You can see the changes made to your data and who made them.