Events

All Client Training Conferences Webinars

May
21

Investor Portal v9.5

Webinar | Tuesday, May 21, 1pm EST, 10am PST

Our Immersive Investor Portal

  • View investment performance.
  • Drill down by investor entity, fund, or direct investment like never before.
  • Access the latest documents.

Learn More

May
21

Relevant EquityWorks v9.5 - Fund Accounting Software

Webinar | Tuesday May 21, 2pm EST, 11am PST

The next generation of our investor, fund, and portfolio management system.

  • Manage investors, funds, and investments.
  • Generate quarterly reports.
  • Comply with SEC and ILPA standards.

Learn More

May
22

Capital Raising Portal v9.5

Webinar | Wednesday, May 22, 1pm EST, 10am PST

A groundbreaking way to share new funds and direct/co-investments.

  • Reach more prospective investors.
  • Let them:
    • Shop your latest offerings.
    • Make investments.
    • Onboard KYC data.
  • Review incoming subscriptions.

Learn More

May
22

AWS Private Clouds

Webinar | Wednesday, May 22, 2pm EST, 11am PST

Our cyber-secure AWS Private Clouds

  • Leave the IT work to us.
  • Leverage the latest protections.
  • Rest easy knowing your data is secure.

Learn More