Most EB5 Regional Centers are using Microsoft Excel to keep track of and manage their operations. Some have created their own Access or other database to help in the management and tracking of their operations. Both methods have significant challenges and expose Regional Centers to potential compliance liabilities.
In response to this need, Investor Services Company of America (ISCoA) developed EB5 Suite, an online management system built to help EB5 Regional Centers manage their operations. In particular, it helps RCs improve efficiency, security, implementation of best practices, and scalability. EB5 suite is an online database with web access built on the Amazon Cloud Services platform. Our framework is connected to Citrix Sharefile to facilitate highly secure document storage. Functionally, EB5 Suite has elements of a contact management system, a document storage system, as well the workflow and transaction management components of an ERP (Enterprise Performance Management) system. Our focus is exclusively on EB5 Regional Centers and on their needs.
Setup and manage a wide range of contacts: Leads, Pre-Investors, Investors, Project Contacts, Attorneys, and Agents. Each Contact type has it’s own set of standard documentation types ready for you to upload to sharefile and to manage
Setup accounts for any contact type (or multiple accounts). Setup accounts for any organization as well. Record deposits into accounts, record transactions between accounts and record expenditures from accounts with as much or as little detail as needed.
ISCoA accepts requests from existing customers and qualified prospective customers. Future features:
Online forms for certain USCIS filings
Pictures of contacts
All new features must receive full quality assurance testing prior to release and ISCoA reserves the right to remove a feature from the product or roadmap if it is determined that the feature may cause harm to the operation of the product or creates a potential security concern.
ISCoA has partnered with Citrix to integrate Sharefile. Our customers enjoy a fully integrated solution with the highest levels of security.
ISCoA has integrated with Gmail to let you add contacts from email (prospects, investors, attorneys, agents and government representatives) so that they can be viewed, searched and archived for future reference. EB5 Suite also offers Gmail calendar integration. Your team will also be able to see important events because the integrated dashboard encourages collaboration and provides a quick view of the most important information at any given moment.
Application Program Interface (API)
An Application Program Interface (API) allows data to flow between applications made by different companies making each application more valuable to the users. ISCoA believes that many useful applications will be integrated into EB5 Suite providing a more valuable user experience. Many software companies publish an API so that others can share data and we intend to continue to work with software developers that are important to our customers using this interface. Please use the feature request form above to suggest an application that you would like us to integrate with.