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Replace outdated manual processes and workarounds across your wealth firm with straight-through processing across all the alternative investment transactions.
A shared, dynamic dashboard gives your operations team roles-based access to a common data source and a complete lifecycle view.
Benefit from a customizable, configurable rules engine, standardized data connectivity and automated data aggregation.
Modules for each transaction type capture requests, communicate with funds and fund administrators and process transactions.
Modules for each transaction type capture requests, communicate with funds and fund administrators and process transactions.
Implement alerts, cross-validations and confirmations. Enable “four eyes” approvals, notifications and integrations with client books and records.
Implement alerts, cross-validations and confirmations. Enable “four eyes” approvals, notifications and integrations with client books and records.
Eliminate outdated, unsecure legacy systems and labor-intensive processes that prevent you from growing your alternative investments book.
Eliminate outdated, unsecure legacy systems and labor-intensive processes that prevent you from growing your alternative investments book.
Increase efficiency and ensure security and accessibility
• Reduce processing time
• Minimize errors
• Trigger custom notifications
• Create an audit trail
Handle all types of transactions
• Capital calls
• Distributions
• Redemptions
• Tenders
• And more
Accept all types of data
• Structured
• Unstructured
• From fund companies
• From administrators
Accelerate processes
• Reconciliation vs. books and records
• Individual investor account allocations
• Comprehensive alts workflows
Our representatives and specialists are ready with the solutions you need to advance your business.
Want to speak with a sales representative?
| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |
Your sales rep submission has been received. One of our sales representatives will contact you soon.
Want to speak with a sales representative?
| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |