Operations Compliance Automation 2017-05-05T16:54:47+00:00

Operations & Compliance Automation


Our robust workflow engine helps you tackle important and often manual processes required to administer and manage a private fund.

We automate all of the key workflows and make it easy for everyone to manage their “to-do’s”

Processes like approving Capital Statements, making Cash Management requests, and approving Annual Valuations.

Ensure that all investors and funds are compliant

Streamline the tracking and completion of compliance requirements like AML/KYC and FATCA

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