Investor Services

Improve Investor Transparency

From investor onboarding to reporting, investors remain up to speed on the most complex investments, receive increased transparency and have all regulatory requirements met.

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700

Investor Services Professionals Worldwide

11000

Funds Supported Across Various Structures and Jurisdictions

300000

Investors Supported Across Various Fund Complexes

250000

Capital Activity Transactions and Investor Static Data Amendments Processed Annually

600000

LP Portal Users Supported

Increase Efficiency

Real-time processing and automated messaging creates operational efficiencies and increases investor satisfaction. Digital workers complete repetitive tasks to allow staff to focus on more complex items.

Reduce Operational Risk

Integrated systems, coupled with a robust control environment, mitigate errors and ensure tasks are completed in a timely manner.

Support Whenever, Wherever

Our global footprint, with expertise and local support in a variety of jurisdictions, makes us the perfect partner for your business.

What We Can Do For You

Investor Communications

Transform the way you share fund data. InvestorVision is changing the way fund managers communicate, making it quick and easy to share fund data with your LPs. InvestorVision modernizes investor communication and fund reporting to help GPs to go beyond reporting obligations and be more transparent and responsive.

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Transaction Document Processing and Workflow

An end-to-end processing platform that automates the delivery, completion, submission and tracking of all investor transactions, starting with initial onboarding.

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Anti-Money Laundering Services

Dedicated AML team to implement and monitor AML policies and procedures across various legal jurisdictions. AML controls are embedded within the investor workflow tool to ensure a consistent review is applied.

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