For Fund Administrators
The largest administrators built their own client platforms. Now you don't have to.
Interactive analytics, branded investor access, and reporting that scales – all on your data, all under your control.
WHY YOU CAN TRUST IT
We read, tie, and serve – we don't reach in.
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SOC 2 Type II since 2022
Audited annually – full report under NDA.
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Multi-factor authentication
Everywhere a human signs in. Encrypted in transit and at rest.
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Source-system agnostic
Runs over Investran, eFront, Allvue, or your own ledger.
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White-label
Your brand in front of your clients.
HOW IT WORKS
From your systems to your investors
OUR SOLUTIONS
Four products. One governed core.
Your data arrives from the systems you already run, lands in one governed core, and is checked before anyone sees it – then served to your clients under your brand.
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GP Interact
For your clients' firms
The fund management platform you deliver to the managers you serve. Holdings, exposure, and performance across every asset class – plus capital accounts, documents, and investor communications – in one branded workspace they log into instead of emailing you. A platform most administrators can't offer, running under your name.
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LP Interact
For your clients' investors
The investor portal those managers' LPs actually want. Capital accounts, statements, and fund performance – explorable and entitled per investor. Everything an LP sees is approved by you and logged for the record. The premium investor experience the largest administrators offer, delivered under your brand.
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Ci Data Platform
The core
One agnostic core reads your existing systems – Investran, eFront, Allvue, or your own ledger – and turns them into a single source of truth. Every figure expands to the dated source transactions beneath it – a direct lookup, not a reconstruction. It sits over your systems, not in place of them. Your ledgers never move.
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Guardian Interact
The gate – early access
Every data feed crosses the Guardian gate before it reaches the core, with the exact evidence behind every flag. Deny-by-default: every finding routes to a named administrator, nothing is released without a human certification ceremony, and automation stays off until someone deliberately turns it on. The AI explains; it never decides. Turn it off, and every number still stands.
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WHY IT MATTERS
Win the mandates you're losing on technology alone.
You've seen the platform. Here's what it changes – not how your team works, but how you compete.
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Compete above your size
Walk into a pitch with a live, branded platform most administrators simply can't put on the table. The technology that used to belong only to the giants becomes something you demo in the room – and the prospect stops comparing you to firms ten times your size, because now you offer what they offer.
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Make mandates stick
A manager whose whole team lives in your platform has every reason to stay. Your clients' investors self-serve statements and capital accounts instead of routing questions through you. The switching cost you used to worry about starts working in your favor – for the first time, it's your client who'd have to give something up to leave.
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Turn diligence from a hurdle into a close
The security review is where deals stall. Answer it the way the largest administrators do – SOC 2 Type II, a governed core that never writes back, AI that explains rather than invents – and the objection that used to slow you down becomes the moment the prospect relaxes. Trust stops being your risk and starts being your advantage.
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No rebuild, no risk
Nothing to construct, nothing to rip out. The platform layers over the systems you already run and goes live under your brand. You get the capability of a multi-year build without the years, the budget, or the platform team – and your back office keeps doing exactly what it does today.
The gap between you and the giants was never your capability. It was the price of closing it. That price just changed.
See what your clients would see.
A walkthrough of the manager and investor experience, end-to-end.