Master Data and Documents

Investment Master Data

As an investment is purchased, zetVisions creates an investment relation to which master data can be maintained.

This includes for instance information on the contract, financing rounds and the status (actual/plan). Silent partnerships can also be created without transactions.

Document Management

Important documents concerning companies, persons, mandates, relations, investment relations and transactions can be managed in zetVisions solutions. The documents are made available to all users with the according rights by simply uploading the file. This means that the documents can be retrieved and/or attached to every business process.