Technology platform
for fund operations
Proprietary platform supporting consistent delivery across investor onboarding, registry and fund operations, with automation that supports cost efficiency.
We have developed a proprietary platform to support the day-to-day operational requirements of investment funds. The platform is designed to automate key steps across onboarding, investor management, registry, administration and reporting, reducing manual processing.
Our proprietary platform is core to our operational infrastructure, improving efficiency through automation and consistent, institutional-grade delivery.
Core capabilities
Digital investor onboarding
Online applications and streamlined onboarding to reduce friction for investors.
KYC/KYB and AML/CTF support
Automated checks and supporting documentation capture for onboarding and ongoing reviews.
Portals
Secure access for investors and fund managers to key information and documents.
Registry and investor administration
Centralised investor records, documentation and communications.
Reporting
Support investor and fund reporting requirements.
Operational support
Automation and structured handling of day-to-day fund operations.
Why the platform matters
The platform supports our service delivery model by improving operational consistency and reducing reliance on manual steps. This contributes to cost efficiency, supports scalability, and helps maintain a strong investor experience.
Speed and consistency
Automation reduces manual work and accelerates fund operations.
Institutional standards
Built to meet compliance and regulatory requirements from day one.
Scalability without complexity
Grow your fund without adding operational overhead or manual processes.
Improved investor experience
All tools work together, eliminating data silos and disconnects.
Two dedicated portals
Investors and fund managers each have secure portal access.
Investor Portal
Secure access to investor information and documentation.
Fund Manager Portal
Access to fund operations, investor registry and reporting information.
Ready to launch
Schedule a platform demonstration to streamline your fund operations.