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Covercy

Blog

How-tos, market trends and commentary from the Covercy team.

Showing 12 of 150 articles
Investor portal software showing an investor's portfolio dashboard and capital account details
Investor Relations & Reporting18 min

The Complete Guide to Investor Portals: Features, Types & How to Choose

An investor portal is no longer a place to park PDFs — it's where investors check performance, get paid, and decide whether they'll invest again. Here's what a modern portal does, the types available, and how to choose one.

Kristen Erickson
Real estate fund administration data connecting the GP, transfer agent, broker-dealers, investors, tax, and DTCC into one source of truth
Fund Administration & Accounting7 min

Cleaning Up the Fund Admin Mess

Real estate fund admin breaks at the handoffs between the GP, transfer agent, broker-dealers, tax, and DTCC. Here's how connecting the data once fixes the whole chain.

Kristen Erickson