Manage, evaluate and set meetings to accept or reject investment transaction proposals sent by any employee that the company can carry out.
Investment Forum Portal
A single reference point for all your investment users to create and manage their investment transactions.
Transaction Management
The Investment Forum Application allows users to create and manage investment transaction through its lifecycle. Each transaction includes information about the type of transaction, the stakeholders – group companies, countries, proposers, etc. Additional details about the transaction and documents. The application provides the option to add mandatory documents to the transactions.
This adds a layer of control by providing document type categorization and revision number to the uploaded documents.
Forum Meeting Management
Forum Meeting Management is a process that allows users to create and manage a meeting. As part of a meeting, the organizer can invite users to discuss a set of selected investment transactions.
The application provides a Meeting Calendar so the users can see the confirmed meetings.
1.0.0: Initial release of the Investment Forum Application compatible with New York and Orlando release
1.2.0: Minor defect fixes and some general improvements made to the Investment Forum Application
2.0.0: Paris version and some general improvements made to the Investment Forum Application
3.0.0: Quebec version and some general improvements made to the Investment Forum Application
4.0.0: Utah update and new multi-forum improvements added to the Investment Forum Application
Not applicable