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Opportunity Zones

Our bespoke third-party Opportunity Zones Fund Administration is designed to minimize risk and increase investor confidence.

JTC’s Opportunity Zones Fund Administration Solution leverages technology to streamline the complicated tax and administrative requirements of Opportunity Fund management, help curtail fraud and abuse, while helping the Opportunity Zones initiative do the good it is intended to do. For fund managers and investors, this means a purpose-built solution that embeds security, transparency, and regulatory compliance at each step of an investment lifecycle.

“JTC’s mission is to help Opportunity Zones do the good they’re intended to do. That means providing more than just fund administration, with impact reporting and purpose-built technology designed specifically for the OZ sector.”

What We Do

Our clients are able to track the progress, investment performance and social impact of their Opportunity Fund projects any time and on any device.

 

FUND AND TAX COMPLIANCE MONITORING — IN REAL TIME, ANYWHERE, FROM ANY DEVICE

    • Track the progress, investment performance and social impact of your Opportunity Fund projects.
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KEY BENEFITS

Increases Transparency and Investor Confidence

Provides each investor with greater visibility into Qualified Opportunity Fund performance and investment information through a secure web-based portal.

Supports Opportunity Zone Compliance, Minimizes Operational Risk

This specialized solution helps Opportunity Zone stakeholders maintain compliance with IRS regulations, and delivers institutional-grade accounting as well as social impact reporting.

Lowers Fund Operating Costs

Our technology-driven fund administration platform delivers faster processing times, from onboarding investors to generating financial statements, without adding expensive head count or developing in-house software.

Delivers Outstanding Support

With over 25 years of experience providing industry-leading solutions to specialized financial markets, our team offers an unsurpassed level of customer service to Opportunity Fund managers and their investors.

key Features

  • Fund Set-up, Tracking, and Reporting
  • Fund Administration
  • Investor-Level Tracking and Reporting
  • Treasury Services
  • Economic and Social Impact Tracking and Reporting
  • Document Sharing

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