Our Services

Comprehensive fund administration solutions tailored to your needs

Fund Accounting

Professional accounting services designed specifically for alternative investment funds.

  • Daily NAV calculation and validation
  • Multi-asset class portfolio accounting
  • GAAP-compliant financial statements
  • Cash reconciliation and management

Key Features

Real-time Processing
Same-day NAV calculations
Multi-Currency
Support for 50+ currencies
Automated Reconciliation
AI-powered matching

Reporting Capabilities

Custom Templates
Branded investor reports
Portal Access
24/7 investor access
Automated Distribution
Scheduled delivery

Investor Reporting

Comprehensive reporting solutions that keep your investors informed and engaged.

  • Monthly and quarterly performance reports
  • Capital call and distribution notices
  • Tax reporting packages (K-1s)
  • Custom analytics and dashboards

Compliance Services

Stay compliant with ever-changing regulatory requirements.

  • SEC and CFTC regulatory reporting
  • AML/KYC monitoring and verification
  • Annual audit support
  • Policy and procedure development

Compliance Tools

Automated Monitoring
Real-time compliance checks
Alert System
Proactive issue flagging
Audit Trail
Complete activity logging

AI-Powered Technology

Cutting-edge automation and intelligence built into every service

Document Extraction

NLP-powered data extraction from statements and documents

NAV Automation

AI validates calculations and flags anomalies automatically

Smart Reconciliation

Machine learning matches transactions with 99%+ accuracy

Ready to Get Started?

Contact us today to learn how we can support your fund administration needs