Complete value-creating solutions that will catapult your business
Here are just a few of our favorite things (among hundreds more):
Document distribution
Complete workflows to distribute documents to investors and their contacts quickly and accurately
- Drag and drop files or batches
- Secure, intelligent document links
- Multiple layers of auditing
- transparency and integration workflows
- Smart permissioning
Investor Portal
Everything you need in a portal, and more, that works across the accounting software systems you use—today and tomorrow
- Full life-cycle investor portal
- Unlimited documents
- Fundraising, digital subscriptions and investor servicing
- Dynamic dashboard reporting
- Fully branded for every client
- Automation, APIs and powerful workflows
- Highly customizable
Digital transactions
Fully loaded, all-party workflows with accounting software integrations
- Fund subscriptions
- Add-on investments
- Digital redemptions
- Transfers of interests
- Profile updates
- Global KYC and investor onboarding
- Integrated risk ratings
- Electronic signatures
- Complete settings and customizations
- Global jurisdictional support
KYC / Investor Onboarding
Universal KYC workflows that make onboarding, approving, maintaining powerful and easy
- Customized KYC matrixes
- Reusable Investor Profiles
- Smart update and approval workflows
- Dynamic FATCA / CRS wizards
- Validations and verifications
- Importing and syncing
Risk Ratings
Manage your own models for determining investor risk scores.
- Country risk ratings
- Computed investor risk scores
- Risk scoring overrides
- Change history
Dynamic Dashboard Reporting
Design and populate stunning dashboards of fund- and investor-level data.
- Fully customizable for each offering
- Charts, tables, videos and more
- Branding by client
- Automatic updates by API
- Easy updating through Excel
- Integrated into the Investor Portal
Client File Sharing
Share documents privately with clients in the same investor servicing system.
- Drive client engagement further
- Participate in Eleven Kickoffs
- Centralize your repository
- Leverage the Eleven Drive application
Two-Way Data Flow
API and architecture that keep information in sync
- Documents and data from accounting software to Eleven for reporting
- Documents and data from transactions and other user-driven activity on Eleven to accounting software
Your system
Make Eleven technology your own
- Custom branding for you and clients
- Enterprise user roles and permissions
- Comprehensive settings and preferences
- Customized API integrations
- Tailored development
- Highly modular and intuitive
Things you'll love
The infrastructure to power your team—and your growth.
Built for you
This module has been built in collaboration with our clients to give you the specific, enterprise-level solutions you need. Not just that, but we also ensure you have the easiest to use, easiest to implement and most powerful set of tools available for your company, your clients and you.
We keep innovating
We endlessly release new features, upgrades and improvements, and respond aggressively to feedback from our users.
Compliant, reliable and secure
Eleven is a SOC 2 Type 1 and Type 2 company. Our systems have over 99% uptime, are scalable and redundant.
Highly modular
This means using what you need. Enterprise systems can take companies a long time to roll out, but Eleven makes technology really easy to adopt and scale as your usage and needs grow.
We care
We love forming deep, quality partnerships with our clients. It is how we build things specific to your needs. We measure our success by how much your team loves the Eleven technology.
Go beyond just an investor portal.
Seriously upgrade your technology and value to clients.
Come discover what Eleven can do for you.