Standardize and analyze financials across funds, portfolios, and properties — automating benchmarking, monitoring, and reconciliation for end-to-end visibility.
Use Cases
- Portfolio Monitoring
- Fund Accounting
- Investor Reporting
- Wealth Management
- ESG & Analytics
Common Content
- Balance Sheet
- Income Statement
- Cash Flow Statement
- Auditor Report
- Investor Statement
- Custodian Statement
- Property Financials