PCFM is a solution for exempt market issuers to manage their investors, documents, filings and key statistics.
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Manage all your due diligence documents, newsletters and marketing materials. For each document, decide who can access it.
Make your team more effective with data driven insights. Export reports to Excel, PDF.
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.
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.
Make Passiosoft PCFM your own by adjusting your statements to a design and color scheme specific to your business.
PCFM keeps a list of all the activity in your fund. You can see the changes made to your data and who made them.