Investor Reporting

Display custom views of portfolios and transactions with custom calculations, datasets, and data visualizations. Unbridled flexibility allows you to seamlessly support advisors with multiple clients, individuals with multiple investment accounts, or institutions with multiple user types.

Efficiently distribute any documents such as K1s, PCAP statements, and performance statements, in mass with auto-notifications and engagement tracking. In addition to logging user activities for compliance coverage, you can even request an acknowledgment of receipt digitally.

You can easily aggregate data from multiple sources with our configurable data aggregator. Further, you can do it with bulk upload, scheduled automation, or API.

To efficiently prepare for reporting, you can automate routine data handling such as grouping, filtering, sorting, and custom calculations. You only need to set up the template once and all dashboards & reports will be automatically created and updated as soon as new data are entered.

Scheduling routine investor communications such as newsletters and tax reminders is easy on our platform.

With our built-in payment processing, you can use ACH to collect payment or do routine payment distribution. You can also issue capital calls with wire or ACH instructions.