Easily onboard investors with our 100% online onboarding flows
Make life easy for your investors with Digital onboarding designed for today's modern investment firm
Digital Onboarding
Data Rooms
eSignature integrated
Work Queue monitoring
Fund Reporting
100% Digital end-to-end subscription management
Create funds with our templated Fund Profiles. Easily control what you measure and report on
DocuSign Integrated
Pre-fill Subscription
documents
Reduce errors
Faster Turnaround
Department KPI's
Administer in-house or externally
You can administer your own fund or integrate with your existing Fund Administrator for straight-through processing
In-house Admin tools
Fund admin ready
Capital Calls
Distributions
Document management
Capital Call and Distributions management made easy
Issue Capital Calls and Distributions quickly and efficiently, with direct-to-bank connectivity
Auto-calculations
Notifications engine
LP communications
Auto-reconciliation
Fund Admin ready
Your funds, reportable in
Real-time
With 100+ standard reports and Dashboards and the ability to easily create your own, you've got a real-time pulse on your business
100+ Reports
Customizable
Excel/CSV exports
Real-time Dashboards
Powerful reporting engine
24 x 7 Online access for
your LP's
Give your LP's the experience they deserve with a feature rich LP Portal. Allow them to easily access their investments, new offerings, documents, statements, capital calls, distribution notices, fund updates and more.
Next-gen LP
Portal
Document repository
LP Communications
New Funds
Data Rooms
