Description
Finhaven Suite centralizes investor and customer-management workflows for organizations. Its features include online KYC forms and electronic signatures for investor onboarding, secure virtual data rooms with permission controls and viewing analytics, contract creation and digital signing, CRM and shared customer notes, in-suite and email notifications, transaction tracking, document and statement issuance, team access roles, and dedicated customer portals. It is offered in Small, Medium, and Large plans with differing team, data-room, and workflow capabilities.