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Independent Advisors
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Harnessing the power of the ReachX platform to manage your own service

Giving you and your team the ability to execute your deals faster and more effectively with innovative tools to help manage deal and Investor sourcing, outreach, comms, analytics and more.
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Enhance visibility and reach to the best partners with RX Deal Management Platform

Professional
marketing materials
Get direct access to professional quality materials to secure your deal
Global access to
Investors and acquirers
Unique investors matched to your needs and criteria
Support from experts
throughout the process
Vetted, leading independent professionals to help deliver your most important projects
Pro
Enterprise
Deal Management
Professional teaser creation
Teaser emailing
Bulk personalised emailing
Automatic reminders
Viewed teaser monitoring
Investor activity notifications
NDA management and Signature
Pre-NDA documents
Virtual dataroom
Deal analytics
Investor feedback management
Activity tracking / audit trail
Tasks management
Investor Management
Investor profiles
Team management
Deal preferences
Advanced search functionality
Investor list tagging and matching
Compliance and Security
KYC
Client categorisation
File stored in AWS S3​
Application-Level Security​
Role-Based Access Control
Secure Session Management
Activity Auditing
Multi-factor authentication via SMS code

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