Comprehensive Reporting
Customizable dashboard for comprehensive analytics, metrics, comparisons, and visualizations to help investors access their investment performance.
Document Sharing
Enable secure document sharing allowing investors to share documents and add commentary while maintaining data privacy and security.
Virtual Data Room
Access a centralized platform to manage and share confidential investment-related documents such as acquisitions, due diligence, and fundraisings.
LP Self-Service Capabilities
Enable investors with self-service tools to efficiently manage their accounts, update bank details, modify wiring instructions, and access essential documents, eliminating the need for support requests.
Comprehensive Access Control
Gain complete control over investment documents by assigning tasks to team members, investors, and other stakeholders. Set deadlines, prioritize tasks, and track visibility on progress.
Multi-Language Support
Empower global investors from diverse backgrounds to navigate the platform effortlessly with a wide selection of supported languages.
Meet Our Team
Our team of high-caliber professionals possesses a diverse range of talents, with solid experience in various areas of alternative asset servicing, including fund administration, financial technology, and corporate services.
