Straightforward Investment Management
Portfolio-Wide Tracking for Improved Visibility
Our web-based Investment Management tool allows you to streamline how you manage your investment accounting online. Easily track all investment commitments from investor organizations, as well as proceeds back to investors. Best of all, it allows portfolio-wide tracking from a centralized console, which eliminates the need for multiple spreadsheets and gives you full visibility into the status of all investment relationships. An easy-to-use, centralized console gives you a precise view of the status of all investment relationships for your entire portfolio, eliminating the need for multiple spreadsheets.
With our Investment Management tool you can track all the investments in your assets, as well as proceeds going back to investors. It’s flexible enough to handle any aggregation or investment structure you might have.
Staying on Top of the Details
Our Investment Management tool maintains an accurate accounting of investor transactions, percentages, contributions and distributions and calculates complex waterfalls for you. Comprehensive standard reports give you instant insights into your investor relationships or you can customize reports with the flexible ad hoc report creator to better focus on your needs.
- Cross platform visibility
- Sort by investor or investment
- Define custom printable views
- Email directly from view