Tradeable Assets
Real Estate, Private Assets
Alternatives
Multi Asset Class Performance
Core Dashboard
Multi Period Performance & Benchmarks
Configurable Dashboard
Reporting Book
Co-branding
Insights Risk Dashboard
Bespoke Risk Analysis
Configurable Chart of Accounts
General Journal Entries
Core Tax Lot Relief
Partnership Accounting
US Tax Reports
Multi-currency
Multi-period GL Reports
Consolidating GL Reports
Custodian Reconciliation
Bank Reconciliation
Enhanced Tax Lot Relief
Partnership Auto-Posting
Trust Reporting
Locked Periods
Stocks, Mutual Funds
Account Holdings Aggregation
Account Transactions Aggregation
Derivatives, Bonds
Benchmarks
Currency
Custom Pricing for Securities
Check Print
Bill.com Integration
Self-serve Knowledge Base
Standard Business Hrs Customer Support (within 48 Hrs)
Bespoke On-boarding & Training
Same Business Day
Multi-user
Access Profiles
Audit Trail
Private Backups
Two-Factor Authentications
Option for Single / Multi Tenant
Mobile App
Bespoke Implementation Services
Analyzing Investment Performance Program