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

Learn More:

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

Learn More: