Relevant Mobile CRM, Advisor, and Administrator | Private Equity and Real Estate
Specialized Experiences
Provide your team, advisors, and internal admins
with access to the platform anytime, anywhere.
Support for Mobile Users, Advisors, and Internal Administrators.
Extend access to the Relevant EquityWorks platform with our specialized experiences.
Here's a Closer Look:
Walking into an investor meeting? Everything you need to know is right in your pocket.
Relevant Mobile CRM
Representatives can access:
- Investors and their entities, contacts, notification preferences, and investment performance.
- Offerings, like funds, portfolio companies, and properties.
- Integrated note-taking.
Enhance your relationship with advisors who send lots of investors your way.
Relevant Advisor
Consultants can access and switch between:
- Client accounts
- Document and Tax Centers for:
- Important fund communications like call and distribution letters, K-1s, and quarterly reports.
Oversee every aspect of the platform.
Relevant Administrator
Internal admins can:
- Curate new fund and direct investment offerings.
- Assign user accounts and privileges.
- Fast-track “dual custody” approvals to the right players for:
- Subscription commitments, including your outside counsel, and
- Investor edits.