Investor relations and fundraising

A branded, configurable marketplace, one of the tools to help you reach your fundraising targets.

Investor reporting

Accurate and instant, to help meet both investor and regulatory demands.

Investor onboarding

Our multijurisdictional platform simplifies KYC and ALM for all investors and markets.

Investment lifecycle

A secure, end-to-end service from fundraising to post investment events.

Investor management & CRM

Collect data and improve relationships with a series of communication, grouping and tracking.

Other services

Our ecosystem helps bridge the gap with the wealth management industry.

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