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
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- Track the progress, investment performance and social impact of your Opportunity Fund projects.
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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.