Investment Database Management

Position management

Enjoy a full positions screen of all your investors positions in your portfolio, with powerful filtering capabilities. Filter by asset, contact or investing entity – the choice is yours. You can also add a referrer to your investors (such as a family office) and filter by them.

Multiple investing entities per investor

Get a full picture of your investors by linking multiple investing entities to the same investor.

Investing entity quickview

Access investor’s portfolio, contribution and distribution breakdown, address and TIN info.

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