PDERAS developed Incapsol Client to allow exempt market dealers, mortgage investment corporations, and private equity firms to comply with the most up to date Client Relationship Model (CRM2). The online software allows for accurate reporting and investment management. Due to the software as a service model, Incapsol Client can be used by multiple companies simultaneously without data crossing over.
A client portal allows investors to access their statements through a secured login. Investors are able to view an archive of their statements, account summaries, and various other relevant reports.