Industry standard technologies proven to be scalable and reliable
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Security

Application security testing (AST) performed by an independent third party who is listed in Gartner's Magic Quadrant as a Leader.
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Permissioning

Robust permissioning make it easy to manage investors and your staff, insuring they see only what you want them to see.
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Trusted

Hosted in a SSAE16 SOC 2 Type II compliant environment with strict and verifiable controls and processes.
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Reliable

99.999% Guarantee.
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Performance

Industry-proven speed and stability of Rackspace, a global leader in application hosting, infrastructure and security.
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SaaS Model

Easy access from any computer, anywhere. No installs and no hardware for you to maintain.
Enterprise API
An API is a very useful mechanism that allows two pieces of software to exchange message or data in a standard format. Our enterprise API allows our clients to integrate our platform with Salesforce, DocuSign and Seismic. Any back-office or CRM can be integrated to create compelling investor experiences and workflows.
Technology Designed for Global Asset Managers and Alternative Fund Managers