Dynamic analytical content and documents

Dynamic Multi-Asset Analysis Apps for Fund Managers & Investors

Powerful analytical and operational content that puts your Investment Management business online. Stay in control with robust interactive content for Investors & Allocators.

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Private Equity Funds, Hedge Funds, Diverse Asset: Live, Streaming Accounting, and Analytical Content

Manage your Fund Management firm on a single platform with timely, visual content with drill-down granularity. Tell your story with live analytical content. Maintain a competitive advantage with investors with managed transparency and controlled analytical content streaming.

Operational Analysis & Surveillance

Browse performance and accounting analysis across assets, funds, and investors. Perform portfolio monitoring, including slice/dice performance, KPIs, and interactive financial analysis. Provide your investors and allocators with robust analysis in addition to critical reports whilst staying in complete control.

Critical Security & Resiliency

We utilize the best practices from Microsoft to keep your data safe. Our technology operational architecture is SOC ii Type 2 certified, running on Microsoft Azure data centers worldwide, based upon your location. The operational architecture is highly resilient, with transparent user authentication and authorization monitoring.

Up-to-date financial snapshots are imperative

Accounting systems, by their nature, are the realm of the back office. However, up-to-the-minute accounting information, presented in a unified fashion, is critical at all levels of the organization. PARTICIPATE provides up-to-date accounting snapshots, side by side, with analytical content crucial for decision-making.

Eliminate the clutter, prioritize content, and monitor critical analytical content

Reports are critical for compliance purposes. However, the timeliness and relevance of management information are the new go-to standard for 24/7 interactive content delivery. The document-centric world still exists, especially for reporting that is mandatory for accounting and regulations. However, a paradigm shift has occurred with the empowering ability to stream analytical content, pin it, present it as the user sees fit, and monitor changes.


Learn more about our products family

For Fund Managers

Robust analysis of assets, funds, and investors Advanced Asset Monitoring. Replace quarterly reports with storybook mode. Live Accounting Snapshots. Publish content to LPs with four-eye approval.

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For Investors & Allocators
LP Interact

Visual and powerful limited partner portal. Live Investor-Specific Analysis. Capital Reconciliation with Granularity. Capital Call, Distribution Letters. Reports augmented with data analysis.

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Engineered for Open and Closed End Funds

Please get in touch with us for a product demonstration. We look forward to hearing about your requirements.

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