Investor Reporting Software.

Deliver the transparency your investors crave with branded:

  • ILPA call and distribution letters
  • Capital account statements
  • Industry-standard quarterly reports

Email correspondence or post it directly to your Investor Portal.

Investor Portal.

Give your LPs access to documents from their phones, tablets or everyday browsers.

  • Offer secure 24 x 7 access to fund information, all branded with your firm's unique identity
  • Post capital calls, distributions, quarterly reports and tax documents (like K-1s)

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