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Mesoica's portal integration platform: seamless, secure, and automated

Managing investor documents across multiple investor portals and data rooms can be a tedious, error-prone, and time-consuming task. That's why we’re excited to announce the preview launch of our new Investor Portal integration features a modern solution designed to streamline how you handle investor portals and data rooms.

Our platform eliminates the hassle of manual logins and document downloads by automating the login process and securely transferring investor documents directly to the Mesoica data platform.

Here’s what it offers:

• Centralized Credential Management: Manage single and multi-factor authentication credentials for all your investor portals in one secure location.
• Time Savings: Automate repetitive tasks, freeing up valuable time and resources.
• Enhanced Security: Maintain high security standards while reducing reliance on manual processes.

The result? Investor documents are processed more quickly and accurately, with massively fewer touchpoints and less risk of errors.

This solution is currently in beta preview, available exclusively to selected clients managing multiple investor portal relationships. As we continue to refine the platform, we’re looking for partners and testers to collaborate with us in shaping its development.

By joining the beta program, you’ll:

• Gain early access to the technology.
• Work closely with our team to tailor the solution to your needs.
• Influence the final product with your insights and feedback.

If your organization deals with complex investor portal management and wants to reduce manual effort while enhancing security, we’d love to hear from you. Reach out to us at [email protected] to learn more about joining the beta program.

Together, we can transform how you manage investor portals, making your workflow faster, simpler, and more secure.