BUY-SIDE  —  Investor Portals

Topfin stands behind your objectives when it comes to Investor Portals, Client Relationship (CRM) and Reporting needs.

Leverage your uniqueness with a tailored solution to support, and advance your processes and make the investment perfromance presentation more transparent.

Designed for:

  • Hedge funds (GPs and LPs)
  • Funds of funds
  • Private equity firms
  • Real estate vehicles: investment trusts (REITs), funds
  • Infrastructure investment vehicles
  • Mutual and pension funds

Flexible delivery mechanism:

  • Private cloud / on-premise deployment
  • Front-ends for any device (mobile first, responsive, latest UI technologies)
  • Email communication workflows
  • CRM integrations

Working colaboratively with your Compliance Program:

  • Record retention and security requirements according to SEC, FINRA, SSAE SOC 1 and 2
  • Wide range of investment vehicles
  • Non-trivial valution scenarios
  • Compliance program managed services

GIPS compliance support

Learn More:

Topfin stands behind your objectives when it comes to Investor Portals, Client Relationship (CRM) and Reporting needs.

Leverage your uniqueness with a tailored solution to support, and advance your processes and make the investment perfromance presentation more transparent.

Designed for:

  • Hedge funds (GPs and LPs)
  • Funds of funds
  • Private equity firms
  • Real estate vehicles: investment trusts (REITs), funds
  • Infrastructure investment vehicles
  • Mutual and pension funds

Flexible delivery mechanism:

  • Private cloud / on-premise deployment
  • Front-ends for any device (mobile first, responsive, latest UI technologies)
  • Email communication workflows
  • CRM integrations

Working colaboratively with your Compliance Program:

  • Record retention and security requirements according to SEC, FINRA, SSAE SOC 1 and 2
  • Wide range of investment vehicles
  • Non-trivial valution scenarios
  • Compliance program managed services

GIPS compliance support

Learn More: