The NES Financial Portal: A Powerful Online Tool for EB-5 Issuers and Their Investors

As an EB-5 issuer, how often do you need to:

  • Communicate a message to your investors in a secure fashion?
  • Provide investors with documentation related to their accounts?
  • Respond to individual investor questions regarding the status of their funds and/or immigration case?

If any of these scenarios has proven difficult in the past — and especially if you’re still physically mailing forms to your investors — the NES Financial Investor Portal has the potential to make your life a whole lot easier.

We’ve written before about how our Investor Portal makes distribution of K-1s a snap. However, the capabilities of this online tool go far beyond the K-1 form. Take a look at this example screenshot of what your investors see when they log in to the Portal:

(click the image above for a quick tour of the Investor Portal’s feature set)

When you use NES Financial’s award-winning Process and/or Accounting Administration Suites on your EB-5 project, you and your investors automatically get access to this information-rich dashboard of project info, transaction history, documentation filing updates, and immigration status.

For your investors, the Portal means transparency and peace of mind: at-a-glance status updates on the project, their investment, and their visa case are always just a few clicks away.

And as the issuer, the Portal gives you a platform to securely and efficiently communicate with individual investors, or with all of them at once — be it a simple message or a crucial tax document.

Our customers have raved about the Portal and its value to their investors. One client called it “a one-stop information shop for investors.” Another said, “When I show investors the NES Financial Portal, I can see the response on their faces: ‘Wow!’” She even went so far as to call the Portal her “number-one selling tool” when pitching EB-5 projects to prospective investors.

Contact Us

For more information, click here to contact an NES Financial representative.

2019-08-07T20:19:15+00:00November 8th, 2018|Categories: BLOG, EB-5|Tags: , |