Best-in-class, cloud-based software built exclusively for tax-efficient investments

A complete front to back-office technology solution for tax-efficient investments allowing you to fully digitise and streamline 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

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Proprietary technology

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

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Dedicated portals

Dedicated adviser, investor and accountant portals with rich in-depth portfolio reporting functionality

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Digitise your back book

Provide digital access to your advisers and investors to their entire back book of historic investment data and documents.

Investor onboarding

Simple investor onboarding

Documentation and reporting

Investor documentaion and reporting

Digital Investment

Fully digital investment processes

White label software

White label software

Intergrations

Back-office and CRM integrations

Fully compliant processes