Investors no longer have to track their investments on paper account statements. Our digital reporting enables users to see everything in one place on interactive and easy-to-use digital dashboards.
- Generate digital performance reports and share them with your fund manager clients and their investors
Automatically import performance information from your accounting system
- Track and manage ownership percentages of the private fund
- Provide convenient email notifications to fund managers as well as investors when digital reports are ready to share
- Easily allow investors to toggle between portfolio and account-level reporting views
- Enable investor to view current & historical digital reports