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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 |
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Want to speak with a sales representative?
| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |
Replace outdated manual processes and workarounds across your wealth firm with straight-through processing across all the alternative investment transactions.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.
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Eliminate outdated, unsecure legacy systems and labor-intensive processes that prevent you from growing your alternative investments book.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
• 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 |
