Data Management & Aggregation: Centralize client data and content via an easy-to-manage custom web portal.

Compliance Tools: A stricter regulatory environment increases the need for timely, accurate and transparent information.

Custom Mapping: Manage access to data among one or more groups of users. Clients can delineate specific areas of a website to create multiple user levels, including but not limited to prospects, investors, internal users, and others.

Feed Manager: Push or pull data from external sources for automated updates, monitor transfers and alert clients of feeds not delivered.

Performance Plus: Calculate many of a fund's common quantitative statistics by entering monthly return data.

Portfolio Plus: Manage and display a portfolio of investments / information to clients and investors. Excellent for Private Equity or service providers.