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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.
Eliminate outdated, unsecure legacy systems and labor-intensive processes that prevent you from growing your alternative investments book.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
• And more
Accept all types of data
• From fund companies
• From administrators
• 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.