Innovation drives everything we do at ROYC. We’re continuously enhancing our technology to deliver a seamless, smarter experience for our GPs. Here’s what we've been doing in January on the tech front.

New Notification Module

Enhanced communication system that automatically alerts advisors when their investors receive updated documents. The system now covers CAS (Capital Account Statements), Financial Statements, and Quarterly Reports with customisable notification preferences. Advisors will receive notifications via email, SMS, or in-platform alerts. The system includes a notification dashboard where advisors can track all document deliveries. This streamlines the advisory process and ensures timely follow-up on important financial documents.

Enhanced Access Right Management

This new feature organizes financial advisors into dedicated teams with task dependent access controls. The module now offers granular permission management, allowing administrators to assign access levels from read-only to full control, with improved granular data tracking and audit logs. Group administrators can easily add or remove team members, adjust individual permissions, configure automated group reporting, and monitor team performance. This ensures efficient team collaboration while maintaining strict security and compliance measures

Centralized Multimedia Hub

This feature offers a centralised multimedia hub, hosting client webinars, events and presentations. Investors can access both live and recorded sessions, with email alerts for upcoming events. This feature allows administrators to have full control over content visibility, allowing them to enable or disable the tab through the admin portal for flexible content management.

Investment Access Management

Restrict investor access to specific investment opportunities by grouping them into defined clusters. This feature provides full control over who can view and access a particular investment opportunity, making it easy to create custom groups based on criteria such as investment type, investor classification, risk level, geographical location, or minimum investment requirements. Investment clusters are easily managed with investment opportunities  automatically added or removed based on predefined rules.

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