Solution introduction
Full-Service Alternatives Aggregation
Whether you manage 100 or 10,000 alternative positions, our full-service offering combines automation and expert operations to support your teams
Consent and harvesting
- Digital consent and LOA management
- Harvesting of 100% of documents
- Locations include portals, emails and file locations
- Solves for most multi-factor-authentication
Extraction and reconciliation
- Extraction of transactions from documents
- Includes PDF's, XLS and password protected
- Transaction accounting reconciliation
- 40 additional quality and completion controls
Online transparency
- Real-time operational transparency
- Secure collaboration
- Service level reporting
Data and document delivery
- 20 pre-integrated and custom integrations
- Performance ready transaction data
- Manager reported documents
