Forum 360 Applications

My IR Portal

This is your place to manage events (meetings), decypher feedback and analytics. Details of your products are stored here with pathways to investment and shareholder information. Select your distribution partners from here (including the Forum 360 meeting place). Presenters are stored here as is content and the data on your stakeholders.

Create an event in minutes by selecting the product, presenter, distributors and the security gates for your event. Collect insights from Network Behaviour analytics and feedback from the prior event to help prepare. Expecting a large number of attendees? Then consider breaking your event up into parts and enable your targets to attend a meeting(s) that is of interest to them.

Manage questions ahead of the event, during the event (if webcasting), and post event from here. View feedback and event analytics as well as benchmarking against your peer group and internally between your products. All from your IR Portal.

Distributor Portal

This is a meeting hub for financial intermediaries. Where you can manage your own events as well as distribute events from your fund or corporate partners. Details of your products are stored here with pathways to investment and investor information. Presenters are stored here as is content and the data on your stakeholders.

Your co-branded url link to your fund or corporate partners meeting can be found on your meeting dashboard. Simply copy and paste into your meeting invitation.

Create an event in minutes. Collect insights from Network Behaviour analytics and feedback from the prior event to help prepare. Expecting a large number of attendees? Then consider breaking your event up into parts and enable your targets to attend a meeting(s) that is of interest to them.

Manage questions before and after the event from here. View feedback and event analytics as well as benchmarking against your peer group. All from your Distributor Portal.

My Advisor Portal

This is an advertising and onboarding platform for financial advisors at the Forum 360 meeting place. The meeting place is a free service for investors and advisors where they can book meetings with potential managers of their money. Whether that be CEO or CFOs of a company, CIO or portfolio managers of fund managers, senior representatives of asset managers and other financial service providers.

Members of the meeting place can seek financial advice from their existing advisor, or search for a new advisor from those advertising their services at the meeting place. From your advisor portal, you can manage your advertising campaigns, enquiries and RFAs. You can upload your onboarding forms so that members can start the onboarding process with information stored on their digital passport.

Launching in 2021.

Forum 360 Studio

The easiest production studio you will ever operate in. Open, share your deck and start your meeting. Simple as that.

It does so much more though and is used in conjunction with the presenter app to manage questions and transitions between co-hosts and the presentation deck. Message your attendees through the meeting and monitor your audiences behaviour, feedback and conversion to fulfillment in live time.

Leave it to Studio to move the camera view to the host who is talking at the time or take control and do it yourself. Or, set up your hosts in gallery view.

Presenter App

This is your in-meeting control pad. It can be operated from a tablet or desktop, on camera and off-camera. It is used in conjunction with Forum 360 Studio.

The app has two modes, Present and Moderate. Use Present mode on-camera to view the next three prioritised questions, select the page on your deck you wish to share and switch the view of participants between you and the deck.

Use Moderate mode to vet questions for the interviewer. Questions can be vetted from any location. Simple to operate with you in complete control of the meeting.

Forum 360 Meeting place

Launching in 2021, The Forum 360 meeting place is another distribution channel for asset managers to promote the meetings they host through Forum 360.

The world’s first ESG advocacy meeting place and a free service for investors and their advisors. Inspired by Netflix, members search for meetings with potential managers of their money but only those their investment status has access to. They do not see meetings they are prohibited from attending.

Members can seek advice from their existing advisor or seek out a new advisor from those advertising their services.

Members can onboard direct with product providers and advisors using their digital passport or through other available channels.