Full internal control, firm wide allocation weighting, adviser activity reporting
Fully digital process
Straight through investment allocation processing with minimised paperwork
Best in class reporting
One login to review the full range of your clients’ alternative asset investment activity; portfolio overview, documents
Fully digital application
100% complete investment applications
Investor certification, appropriateness and AML/KYC
Your own fully digital investor portal; dynamic portfolio reporting, documents, certificates
We know that the best systems and processes don't work in isolation so we ensure that wherever possible we integrate with your existing back-office services.
We are already working on a number of further integrations. If you're interested in working with us, let us know your current back-office provider.