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Tasks: View at a Glance

Organize, track and meet any target dates for repeatable tasks, ad hoc work, compliance programs and best practices.
  • Daily, weekly, monthly, quarterly and yearly reporting, reconciliations and treasury reviews and calculations
  • Monthly or quarterly NAV and performance measurement calculations
  • Manage compliance calendar for regulators, trustees and governance
  • Counterparty risk, operational risk and credit officer reviews
  • Document and memorialize any one-time or ad hoc work
  • Deploy and adhere to industry best practices
  • Manage all personal or group projects

Workflow: Streamline & Simplify

Execute on-demand workflow events with the ability to transcend across multiple departments / groups
  • Onboarding / Offboarding new clients, employees, investors or vendors
  • Due diligence evaluations
  • New launches: businesses, funds, special purpose vehicles
  • Rebalance funds or portfolios
  • Evaluate new investments, portfolio companies and side pockets
  • Capital calls
  • New subscriptions, redemptions, AML / KYC and client suitability

Notes: Easily Add Detail

Organize and track simple to do lists and eliminate desk clutter from too much paper, note pads and yellow sticky reminders
  • Respond to client call or email
  • Finish and distribute internal report
  • Reminder to respond to senior management inquiry
  • Prepare for client / investor due diligence meeting
  • Greatly improve team efficiency and accountability
  • Complete presentation for board, client or regulator
  • Approve or sign-off on internal requests
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