BUY-SIDE  —  Reporting

Tailored reporting solutions to maintain client loyalty, increase referrals and awareness, and to keep up with constantly changing compliance requirements and regulations.

For investment managers:

  • 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

Supporting the Compliance Program:

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

GIPS compliance support

Tailored reporting solutions to maintain client loyalty, increase referrals and awareness, and to keep up with constantly changing compliance requirements and regulations.

For investment managers:

  • 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

Supporting the Compliance Program:

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

GIPS compliance support