AML, KYC, FATCA, CRS
Managed services to collect, review, and monitor investor data & AML/KYC documents across funds and service providers.
Investor Portal
Manage and track investments, updates, taxes, capital calls, distributions & financial statements all in one place, automatically.
PDF Document Collection
Automatically retrieve reporting documents from portals & emails – to organize, extract, validate, and send the data to other systems.
PDF Data Extraction
Digitalize, organize, validate, and sync data with machine learning technology for document collection and data extraction.
Tax Automation Center
Automatically retrieve tax documents, extract critical data, track K-1/K-3 reporting schedules, and collaborate with tax-preparers.
Capital Call Management
Centralize capital calls to ensure timely completion, recording, accurate data capture, and syncing with your reporting software.
Customer Support Team
Our dedicated customer support team ensures high levels of system adoption and a superior customer experience.