Our highly flexible software supports multiple manager requirements, in each case providing solutions to help streamline and scale your business.
Fully digitised and regulatory compliant investor on-boarding
Strong permissioning rules to maintain complete control over access to investments and data
Transactional functionality and reporting, down to portfolio company level
Immediate access to full and complete management information
All our technology is developed and continuously improved in house, allowing us to build tailored solutions to fit your business needs
Dedicated adviser, investor and accountant portals with rich in-depth portfolio reporting functionality
Digitise your back book
Provide digital access to your advisers and investors to their entire back book of historic investment data and documents.
Provide your clients with an institutional quality service.
Simple investor onboarding
Investor documentation and reporting
Fully digital investment processes
White label software
Back-office and CRM integrations
Fully compliant processes