Fund Administration Software

Cloud Solutions for the Alternative Investment Industry

Investor Portal syncs directly with the underlying enterprise-grade CRM Database eliminating double entry

Investor Portal

Improve investor relations by providing a professional, interactive portal experience

Fund Data

Investors can easily view funds, capital commitments, capital calls, distributions, and capital accounts in clear dashboard views.

Documents

Provide investors with a centralized and secure location to access their documents 24/7 in the cloud. Easily upload and organize documents by fund, investment vehicle, document type, and date.

Fundraising

Securely share prior and current fund performance with new prospects.

Centralized

Simplify the management of multiple usernames and passwords. Each user has just one login that can be assigned to multiple organizations.

Access Controls

Assign individual users with specific role types to ensure they can only view and download what they have access to.

Secure

Built on the Salesforce Multitenant Cloud for enterprise grade security. Confidently scale operations by leveraging Salesforce’s robust and flexible security architecture.

CRM Database

Improve back-office operations by reducing manual and repetitive tasks

Create and distribute capital calls, distribution notices, capital accounts, and more.


Manage all investor/advisor contact information and roles



Track all investment vehicle commitments across multiple funds.


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