SOLUTIONS

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Solutions are configurable out-of-the-box functionality that solves common problems within the alternative investment industry

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Data Integration

Automate data flow across your organization.

Leverage out-of-the-box connectors to seamlessly bring data from one system to another.

Ensure data quality with advanced validations and maker/checker review.

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Portfolio Company Data Collection

Streamline data collection from underlying investments.

Automate validation of key investment figures through configurable business rules.

Facilitate workflow and collaboration of data cleansing.

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Administrator Oversight

Automate validation of core accounting data.

Optimize workflow to review and approve exceptions.

Unfity process across various aminstrators and accounting data sources.

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Entity Data Management

Create a unified authoritative source of entities and attributes from across your organization.

Use web forms, workflow, and controlled processes to ensure the right people are entering and validating the information.

Ensure reports and anayltics across your firm are consistent and trustworth.

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