Digital Reporting 2017-05-05T16:52:37+00:00

Digital Reporting


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.

Fund-centric reporting

  • 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

Investor-centric reporting

  • Easily allow investors to toggle between portfolio and account-level reporting views
  • Enable investor to view current & historical digital reports
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