Investor Services
We manage fund reporting and statements by making them available to investors through our online portal.
Services
- Collect and maintain initial investor documents and agreements
- Administer and maintain investor portal and handle all investor communications
- Issue monthly, quarterly and annual financial and capital statements
- Liaise with investors on inquiries and requests
Our fund administration services can be customized and bundled to meet the specific needs of your firm. Working with funds from startup to wind down, our comprehensive suite of services supports your evolving middle- and back-office needs in areas such as:
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