Send quarterly financial reporting email to investors and LPs
Send quarterly financial reporting email to investors and LPs
Your investor reporting records sit flagged without a reliable send flow, causing inconsistent LP communications and late downloads. This ensures investors receive statements the same day.
Overview
Stop handing off investor report sends to manual processes that introduce delays and errors. This record-triggered flow sends investor statements immediately when you flag a report, cutting admin scramble and ensuring same-day delivery to LPs.