Investor Reporting Software Resources
Glossary Terms and Discussions to expand your knowledge on Investor Reporting Software
Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find feature definitions and discussions from users like you.
Investor Reporting Software Glossary Terms
An exit strategy is a plan for a business owner or investor to remove an asset, or themselves, from a company. Learn about the benefits and best practices.
by Holly Landis
Email automation is the use of predefined settings or rules (like time or action triggered) applied to email communication for marketing purposes.
by Victoria Blackwell
