Specialized business processes. A-I connects contacts that are related but not in your system. Easily match your buy-side or sell-side counter-parties as well as funding sources. One and two-click reporting create times savings and make reporting to LPs and clients efficient and secure.
- Project planning includes defining a project schedule, using preconfigured or newly created assignments of tasks, deadlines, and status reports.
- Functionality includes document sharing and collaboration, calendar automation, and contact sharing.
- Project timelines include scheduled meetings, activity dates, and contacts that automatically update across all PM and stakeholder calendars.
- Time tracking allows users to report time expended throughout all tasks and maintain time vs profitability correlated with the associated transaction or record.