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Key Company Info
Have a look at the company, clients and references to learn whether this is a match for you.
Company
Facts about the company
Employees
11-50
Founded
2014
Ownership
- Owned by management
- Key staff also have ownership
- External investors
Incorporated
United States
Locations
- New York
- London
- Singapore
Top 5 Markets
- United States
- Canada
- Singapore
- Australia
- United Kingdom
Clients
Facts about the clients
Focus
Investors/Allocators
Serves also
- Single-Family Offices
- Multi-Family Offices
- Fund managers
- Banks
Number
> 50
References
Request References
Product
Get an overview of what this software does.
The basics
Basics about the product
Main tasks
- Data Aggregation & Management
- Portfolio Analysis
- Consolidated Reporting
- Governance
- CRM
- Compliance
- Portfolio Management
- Impact/ESG Reporting
- Risk Management
Top features
- Questionnaire management
- Fully Customizable Analytics
- Reporting
- Research Management
- CRM Workflow Automation
- Secure Information
- Exchange Centralised Data
- Storage External Managers Data
- Submission Portal
- Regulatory Module / ADV forms
Assets supported
- Private equity
- Equity, Fixed Income, Hedge Funds
- Real Estate
Whitelabel
Yes
Technology
Look under the hood
Type Of Software
SaaS
Security
- Data Encryption
- 2-factor authentication & single-sign-on (SSO)
- Encrypted data in transit and at rest
- SOC 2ISO27001 Certification
- Penetration testing
Integrations
- MS Word
- MS Excel
Mobile App
No
Reporting-specific features
They handle reporting like this
Type of data
Holding level
Accuracy
- Collect data at source
- Automatic intelligent comparison tools
- Analytics
Pricing & Co
Learn about the commercials
Cost structure
Feature based
Average cost p.a.
Price on Request
Support & Services
Learn what support and services you can expect
Support options
General contact mail or phone, Dedicated contact
Pricing of support
Free support
Onboarding
Under 2 weeks
Customisation
Most of the features can be customised
Bespoke development
No
Added Services
Backloading Data, Digitisation
