Our clients are able to track the progress, investment performance and social impact of their Opportunity Fund projects any time and on any device.
FUND AND TAX COMPLIANCE MONITORING — IN REAL TIME, ANYWHERE, FROM ANY DEVICE
- Track the progress, investment performance and social impact of your Opportunity Fund projects.
Increases Transparency and Investor Confidence
Provides each investor with greater visibility into Qualified Opportunity Fund performance and investment information through a secure web-based portal.
Supports Opportunity Zone Compliance, Minimizes Operational Risk
This specialized solution helps Opportunity Zone stakeholders maintain compliance with IRS regulations, and delivers institutional-grade accounting as well as social impact reporting.
Lowers Fund Operating Costs
Our technology-driven fund administration platform delivers faster processing times, from onboarding investors to generating financial statements, without adding expensive head count or developing in-house software.
Delivers Outstanding Support
With over 25 years of experience providing industry-leading solutions to specialized financial markets, our team offers an unsurpassed level of customer service to Opportunity Fund managers and their investors.