A complete portfolio management platform with advanced analytics, performance measurement, reporting and workflow management for enhanced investment operations.
A central research management repository for all information relevant to the investment lifecycle including activities, meetings, documents, reports and contacts.
Take charge of investor and investment liquidity by managing your portfolio daily to meet your firm's desired liquidity risk profile and never miss a notice date or liquidity option.
Efficiently manage communications, capital movements, meetings, and client interactions in a centralized system and bring organization to the fund raising process.
We will provide a 1 on 1 demo of our product