The industry’s best investment management solution for Fund Administrators
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Delight investors with a secure,
fully-branded portal that delivers personalized reporting on demand Manage clients and investors efficiently
with a comprehensive relationship management tool |
Increase efficiency and reduce errors
through workflows and simplified investor management Enable clients to quickly gain insights
into their portfolios to make smarter investment decisions |
Save time on back-office activities like
producing individualized reports and sharing documents Seamlessly access data from all of
your systems |
Investor Reporting Portal
Delight your investors with a modern, easy-to-use portal that delivers personalized reporting securely available on demand
Provide clients with access to their investment performance, transactions, and documents in the cloud, available at any time Empower investors with consolidated reporting that enables them to track investments across all of their legal entities Administer clients spanning all assets classes through a single platform, customizable across branding, style, and color |
Investment Management
Increase your efficiency and reduce errors by leveraging fund and investor-level approval workflows and simplified investor management
Manage investment ownership, transactions, and account balances through modern digital dashboards that span all asset classes Automate the approval of fund and investor-level data to ensure accuracy |
Operations Automation
Grow your business without adding staff by automating activities like report production, client collaboration, and email notifications
Produce customizable capital statements, investor balances, and other investor reports in minutes Effortlessly distribute reports and key documents through our modern, integrated document management system |
Relationship Management
Manage clients and investors efficiently with a comprehensive relationship management tool
Automatically send personalized, branded communications to clients and investors with our integrated email notification engine Effortlessly store and maintain key investor contact information |
Portfolio Intelligence
Enable clients to quickly gain insights into their portfolios to make smarter investment decisions
Effortlessly monitor portfolios through powerful visualization of data spanning accounting, performance, and risk Better understand performance across funds and compare to key industry benchmarks View investments spanning alternative and traditional asset types all in one place |
Security
Rest easy knowing your data is safeguarded with the same standards used by the world’s largest financial institutions
Our multi-layered approach to securing data and information is backed by Amazon Web Services All data and documents are protected using industry-standard secure web transport, payment-grade certificates, permissioning, and encryption As independent validation of our security, BaseVenture is SOC 2 Type II compliant |
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Easy to get Started
Up and running in a matter of days We make onboarding simple |
Powered in the Cloud
Nothing to install and no coding needed Built secure with bank-grade security |
Simple to Use
Modern, intuitive user experience Easily customized to your branding |
