Customized Technology Solutions
To fuel efficiency, minimize risks and accelerate results, we’ve teamed up with top financial management and technology providers. Our team will collaborate with you to align your unique needs to cutting-edge tools and platforms, delivering a customized experience that maximizes your success.
Advent
A global portfolio management solution that empowers fund managers with instant access to real-time performance, P&L, position and exposure information.
- Comprehensive Asset Class Support: Supports a wide range of asset classes and multi-currency portfolios, making it versatile for various investment strategies
- Real-Time Data and Reporting: Unlocks real-time data and comprehensive reporting, enabling quicker, informed decisions
- Automated Workflows: Simplifies operations and reduces manual intervention, enhancing efficiency
- Investor Accounting and Reporting: Offers robust investor accounting and reporting features, crucial for maintaining transparency and trust with investors
- Shadow Accounting: Provides shadow accounting, essential for investor due diligence and operational flexibility
- Reconciliation and Workflow Management: Reduces operational risk with strong exception management and data governance workflows
- Data Management: Ensures accurate and timely data management throughout the investment lifecycle
CCH
A leading provider of tax software for tax professionals.
- Cloud-Based Platform: Provides flexibility and accessibility, allowing users to work from anywhere
- Automation and Efficiency: Automates critical tasks, reducing manual work and increasing efficiency
- Integrated Solutions: Integrates various functions such as tax preparation, audit and firm management, streamlining workflows
- Advanced AI Capabilities: Leverages AI to enhance data accuracy, improve reporting, and provide actionable insights
- Real-Time Data and Reporting: Supports real-time data and generates comprehensive reports, aiding in better decision-making
- Enhanced Security: Ensures data security and compliance with regulatory standards
- Scalability: Adjusts to meet the needs of firms of all sizes, from small practices to large enterprises
Flow
A solution that connects information across investors, providers, investments and systems to optimize productivity.
- Fund Administration: Provides comprehensive fund administration services, including fund accounting, tax services, and compliance support
- Special Purpose Vehicles (SPVs): Specializes in the formation and management of SPVs, offering cost-effective and agile funding structures
- Turn-Key Solutions: Combines powerful software with experienced service professionals to deliver a seamless experience
- Cost and Time Savings: Utilizes series entities under a master limited partnership to reduce formation and dissolution fees and speed up the process of creating new SPVs
- Scalability: Handles the needs of both small and large investment funds, making it flexible and adaptable
Interactive Data
A financial information solution providing evaluations, reference data, real-time market data, trading infrastructure services and fixed income analytics.
- Market Insights: Provides in-depth market research and analysis, helping businesses understand industry trends, market dynamics, and competitive landscapes
- Strategic Guidance: Offers strategic advice and consulting services to enabling business to make informed decisions, optimize their operations, and develop effective business strategies
- Technology Adoption: Helps businesses stay updated on the latest technological advancements and best practices, enabling them to adopt new technologies and gain a competitive edge
- Benchmarking: Provides benchmarking data that allows organizations to compare their performance against industry standards and peers, identifying areas for improvement and growth
- Risk Management: Offers insights into market risks and opportunities, to mitigate potential threats and capitalize on emerging trends
- Customer Insights: Identifies customer behavior and preferences, allowing businesses to tailor their products and services to meet customer needs
Investor Flow
A platform that provides data-driven insights to fund managers, enabling them to track, manage and optimize investor relations and capital raising efforts.
- Digital Engagement: Leverages a robust digital engagement platform that enhances relationship intelligence and collaboration
- AI-Powered Solutions: Transforms private markets through AI, enabling faster deal sourcing and improved digital experiences
- Integrated Reporting and Analytics: Offers detailed reporting and analytics, including capital accounts, IRRs and DPI, supporting informed investment decisions
- Scalability and Flexibility: Meets the needs of firms of all sizes, from small practices to large enterprises
- Enhanced Investor Communication: Provides branded, institutionally- wrapped communications for private placements, capital calls and distribution notices
- Secure and Compliant: Ensures data security and compliance with regulatory standards, providing peace of mind for users
- Regulatory Compliance and Risk Management: Delivers robust solutions for regulatory compliance and risk management, helping firms navigate complex regulatory environments
- Partnerships and Collaborations: Enhances offerings through strategic partnerships, such as Dow Jones, providing enriched news, insights, and deals intelligence
LSEG
A leading global financial infrastructure and data provider playing a vital social and economic role in the world’s financial system.
- Comprehensive Data and Analytics: Provides extensive data and analytics services, enabling market participants to make informed decisions with real-time and historical data
- Global Market Access: Offers access to a wide range of global markets, facilitating international trading and investment opportunities
- Innovative Technology Solutions: Leverages advanced technology to enhance trading, clearing and settlement processes, ensuring efficiency and reliability
- Sustainability and ESG Focus: Emphasizes environmental, social, and governance (ESG) factors, providing tools and data to support sustainable investment strategies
- Regulatory Compliance and Risk Management: Delivers robust solutions for regulatory compliance and risk management, helping firms navigate complex regulatory environments
- Partnerships and Collaborations: Enhances offerings through strategic partnerships, such as Dow Jones, providing enriched news, insights, and deals intelligence
Nirvana
A leading financial technology provider delivering a unified, end‑to‑end investment management platform. Their advanced reconciliation capabilities and modern infrastructure enable us to maintain the highest levels of accuracy, transparency, and operational control across our digital asset workflows.
- Advanced Reconciliation Engine: Nirvana provides a powerful, automated reconciliation tool that minimizes breaks, improves data integrity, and supports seamless multi‑asset, multi‑entity operations.
- Real‑Time Portfolio & Cash Visibility: Near real‑time insights into positions, exposures, and cash help strengthen oversight and enhance operational decision‑making.
- Operational Efficiency: Centralized workflows reduce manual effort, shorten close cycles, and streamline daily operations for complex fund structures.
- Accurate & Transparent Reporting: Nirvana’s reporting capabilities ensure that data is timely, customizable, and fully auditable supporting both internal and client‑facing transparency.
- Secure, Cloud‑Based Architecture: A modern, resilient, cloud‑native platform ensures scalability, robustness, and secure global accessibility.
- A Partnership Built for Scale: By integrating Nirvana Solutions into our technology stack, we enhance the reliability, speed, and precision of our reconciliation and reporting processes—delivering stronger operational outcomes for our clients.
Otto
A leading digital asset reporting and accounting platform designed for organizations operating at institutional scale. Otto enhances the accuracy, transparency, and efficiency of our digital asset operations through real‑time data, automated reconciliation, and crypto‑native expertise.
- Real‑Time Digital Asset Visibility: Otto provides continuously updated insights into positions, balances, transactions, and exposures powered by live exchange integrations and active portfolio monitoring.
- Institutional‑Grade Accounting Logic: Built by professionals with deep experience in crypto reporting since 2014, Otto delivers accurate, audit‑ready calculations that meet institutional and regulatory standards.
- Automated Reconciliation & Error Reduction: The platform streamlines complex digital asset workflows with automated reconciliation tools that reduce manual effort and significantly minimize operational errors.
- Service‑Backed Delivery Model: Otto combines powerful software with a dedicated team of crypto‑native experts who understand 24/7 operational, regulatory, and fund‑level requirements.
- Flexible Integrations & Clean Data Outputs: API‑ready, normalized data ensures smooth connectivity with downstream accounting, portfolio management, and operational systems.
- Scalable Infrastructure for Growing Institutions: Built for funds, exchanges, custodians, and institutional capital markets participants, Otto supports high‑volume, multi‑entity, and multi‑jurisdictional operations.
Paxus
A fund and administration software providing automated solutions for portfolio valuation, investor reporting and regulatory compliance.
- Comprehensive Fund Administration: Provides end-to-end fund administration services, including fund accounting, investor services, and regulatory reporting
- Multi-Asset Class Support: Supports a wide range of asset classes, enabling versatility for various investment strategies
- Real-Time Processing: Offers real-time processing and reporting, ensuring timely and accurate data for decision-making
- Scalability: Manages the needs of both small and large funds through adaptable solutions
- Regulatory Compliance: Ensures compliance with regulatory requirements, reducing the risk of non-compliance
- Investor Transparency: Enhances transparency for investors through detailed reporting and communication tools
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