Investor Onboarding

Easily onboard investors with a fast and simple digital process that ticks all the boxes in minutes not hours.

Data Room

Securely share documents and files with your Team Members, LP’s, and third parties.

Investment Operations

Manage all your obligations across Legal documents, Tax reporting (ATO, CRS, FATCA), Financial services licensing and Insurance.

Portfolio Reporting

LP’s and Investors can easily track investments, view their performance and easily action outstanding portfolio management tasks.

Distributions

Simple and safe workflows that manage capital returns and distributions to your investors.

Deal Sharing

A better way to work with people outside of your organisation. Securely share deals and allocations to other investors.

3rd Party Access

User management and permissions let Accountants, Wealth Advisors and Auditors access your information on your terms.

Deal Processing

Get the deal done as you easily manage allocations, book-builds, settlement, escrow, document signing and more.