Solutions

Exchangelodge Solutions

Exchangelodge brings industry specific software solutions to the Alternative Investment Industry that enable the automation of business processes and effective management of enterprise data.

Exchangelodge focuses on providing solutions to Private Equity Firms, Hedge Funds, Fund of Funds, Infrastructure Funds and Credit Funds.

Industry Challenges

Alternative Investment firms have invested in core point systems such as accounting, portfolio management and client relationship management but continue to face the following challenges:

Manual
Processes

Alternative Investment firms continue to rely on manual efforts and spreadsheets to complete key processes not addressed by their core point systems.

Inconsistent or Disconnected Data

Alternative Investment firms have difficulties keeping common data in synch between their core point systems.

Automation of Manual Processes

Exchangelodge enables the automation of manual processes through a flexible business rule driven workflow technology that facilitates collaboration between departments and integrates data from your various systems.

Industry Specific Modules:

  • Fund Administration (NAV) Oversight
  • Legal Entity Set-up
  • Deal Set-up
  • Investor Set-up
  • Carry Plan Management
  • Subscription Process
  • ESG Data Collection
  • Cash Management
  • Bank Wire Verification
  • 50+ Industry Workflow Templates (eg. Capital Call, Distribution, Quarterly Reporting, Fund Operations)

Industry Data Connectors and System to System Integrations:

  • iLevel
  • Investran
  • Microsoft Azure
  • More To Come

Low Code Platform Capabilities:

The Exchangelodge Platform has a full set of configurable application development capabilities that enable the rapid delivery of solutions for your business.

  • Workflow Management
  • Data Integration & Data Collection
  • Forms / Screen Builder
  • Business Rules
  • Management Dashboards & Reporting

Private Capital Data Management

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