IT Services

The limitations of the reporting capabilities of most back office servicing platforms are not acceptable for the entrepreneurial funds that make up our client base. These firms need on-demand data configured to meet their needs and on a schedule to help answer the questions that are driving the evolution of the business.

This is why we created a flexible, client-driven, reporting solution to give firms the necessary transparency into their data and the ability to run reports based on their unique data needs.

What differentiates our services in the marketplace is the ability to marry the dedication to providing the high quality fund services for asset managers with the resources of one of the nation’s largest financial services technology firms.




Of Interest...
  • Launching an Interval Fund
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  • Understanding CITs and Their New Opportunities
    Learn More
  • [EVENT] Alternative Leadership Forums - Boston

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