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How it works

Our highly flexible software supports multiple manager requirements, in each case providing solutions to help streamline and scale your business.

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Fully digitised and regulatory compliant investor on-boarding

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Strong permissioning rules to maintain complete control over access to investments and data

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Transactional functionality and reporting, down to portfolio company level

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Immediate access to full and complete management information

Offer your clients a seamless digital service

Proprietary technology

All our technology is developed and continuously improved in house, allowing us to build tailored solutions to fit your business needs

Dedicated portals

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.

Investor onboarding

Simple investor onboarding

Documentation and reporting

Investor documentation and reporting

Digital Investment

Fully digital investment processes

White label software

White label software

Intergrations

Back-office and CRM integrations

Fully compliant processes