Golden Visa research
Review current declarations, supporting documents and class-specific terms.
For immigration agencies
Fund research throughout the client journey.
Research the Golden Visa fund universe within the wider Portuguese market. Discuss professional workflows connecting your team, client leads, documentation and onboarding.
Clear comparisons
Connect fees, liquidity, portfolio exposures and manager information.
User and team management
Organise agency colleagues and client access with defined permissions.
Client lead management
Track enquiries and organise prospective clients across relationship stages.
Client data rooms
Organise fund and client documentation with controlled access.
Client onboarding
Coordinate user onboarding and follow the client journey in one workspace.
Professional modules
From research.
To client workflows.
Institutional solutions cover research and professional workflows: user and team management, lead management, data rooms and user onboarding. These dedicated professional modules complement fund research and are separate from Investor Access. Request a demonstration to discuss the platform, your team’s needs and institutional pricing.
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Explore institutional solutions