The suitable software can help automate and manage the back-end process, and create an excellent experience for investors and partners. The most effective tools for managing partners can help you filter leads, monitor the progress of deals and relationships and also register transactions- and they should also be user-friendly. It is also important to think about the capacity of your software. You need to make sure that it can handle your growing portfolio and investors while being affordable for small companies or traders who are independent.
Acquia, a leading tool for web content management, allows users to build, deploy and scale digital experiences. Acquia’s website includes reviews from its existing partners and an account of one of their customers who has benefited from Acquia’s ability to transform their business.
The platform software helps businesses to attract and maintain a wide range of partners, including affiliate marketers and influencers who drive traffic to their sites or campaigns as well as referral partners such as consultants or agencies who generate qualified leads, and reseller partners that close and support their own customers, usually working with your own team to help them. Each type of partner requires different approach and the platform accommodates all types of partners, with specialized dashboards and marketing resources.
The platform integrates with third-party APIs such as KYC/AML, payment gateways and filing automation systems as in addition to a range of third-party APIs. It can handle all the equity, donation, and investment flow that crowdfunding platforms require. It can be used as a stand-alone solution or in conjunction with other platforms like Lemonway and NorthCapital.