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Relevant EquityWorks | Solutions | Registered Investment Advisors (RIAs)
Designed specifically to meet the unique needs of RIAs, our financial planning software for advisors provides your clients with seamless access to deals and investment performance data, bolstering client satisfaction and driving business success.
Raise funds faster and easier than ever before with our Capital Raising Portal.
Drive efficiency through your back office with our Fund Accounting Software.
Deliver unprecedented LP communications and transparency with our Investor Portal.
Our centralized platform can help RIAs manage their capital raising process efficiently, saving them time and resources while maximizing their fundraising potential.
Share your latest special purpose vehicle (SPV) opportunities. Let LPs invest in a few clicks.
Integrated DocuSign CLM to compose, sign, and access contracts across the firm.
Onboard and verify the identity of your investors and ensure their documents are never out of date.
Reduce fraud by routing submissions to multiple individuals for "dual custody" approvals.
Proactively communicate with LPs and quickly turnaround answers to their inquiries.
Access fund raising campaigns and investor data from any browser or mobile phone.
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Our software provides RIAs with all the tools they need to simplify their back-office operations and generate transparent investor reports.
Track investors and their entities, contacts, notification prefs, KYC documents, and commitments.
Model your fund structure, entities, closings, share classes, capital accounts, and waterfall calculations.
Email notifications to your limited partners, or post them directly to the Investor Portal.
Invest in portfolio companies, and manage securities, quarter-end revaluations, cap tables, and financials.
Generate quarterly reports, capital account statements, call and distribution notices, and more.
Seamlessly integrate with popular general ledgers like Intuit QuickBooks, Oracle NetSuite, and SAP Business One.
A powerful reporting platform that delivers the transparency that LPs expect with an engaging and immersive investor experience.
Present a summary of special purpose vehicle (SPV) investments with rich data visualizations.
Let investors drill down into deals to fully understand performance and assess risk.
Send call and distribution notifications, capital account statements, and quarterly reports.
Provide a centralized document repository for accessing investment and tax documents.
Let LPs update investor entities, notification preferences, and KYC documents.
Provide the same immersive experience on smartphones and tablets.
Our RIA Software provides a modern, data-driven, and streamlined approach to operating special purpose vehicles, while enabling investors to make informed decisions and invest with ease.
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Relevant EquityWorks stands out from other platforms with a unique combination of:
Our platform utilizes cutting-edge technologies and a secure, cloud-based infrastructure that ensures quick access to your current offerings from anywhere in the world, on any computer or mobile phone.
Tells your unique story about each fund or direct investment opportunity. It provides investors with an immersive experience, allowing them to explore fund and direct investments, commit capital, track performance, and receive regular updates on their portfolio.
With decades of experience in financial planning software, our team of experts is well-equipped to provide guidance and support at every stage of the investment lifecycle.
Unlike traditional PDF-driven document repositories, our Investor Portal lets investors dive deep into their fund and direct investments, providing a better understanding of performance and helping to assess risk.
Our Fund Manager Software is built on top of modern accounting systems that provide robust reporting and analysis capabilities, ensuring that your funds are managed efficiently and effectively.
RIA Advising is complicated.
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