Provide confidence & clarity in your investments with transparent, real-time performance data.
Go beyond your fund administrators’ capabilities with our seamless reporting, billing, and more, fed directly into RIAs’ existing systems.
Remove all administrative barriers with:
- One Portal
- Extracted & Structured Data
- Comprehensive Performance Reporting
- Automated Tax Document Collection
- Direct Reporting to TAMPS
- Open Architecture (Keep Existing Systems)
- Ability to Bill on Alts
- Fully-Managed Solution (Software + Service)
“Providing access to private investments is one thing, but the ability to track, value, and consolidate them for our clients is next-level.”