Top FAAST Alternatives

Allvue Systems is the premier provider of AI-powered, cloud-based software for alternative investment management, serving private equity, venture capital, private credit, and CLO managers worldwide. The platform unifies fund accounting, portfolio monitoring, compliance, investor relations, and financial reporting into one intelligent ecosystem. Its Agentic AI Platform integrates automation and analytics across all operations, helping firms uncover insights, streamline decision-making, and reduce manual work. Designed for both general partners and fund administrators, Allvue supports the full investment lifecycle—from fundraising to capital calls to performance reporting. The Nexius Intelligent Data Platform further enhances data governance and reporting accuracy by centralizing and transforming private capital data at scale. Built on modern, cloud-based architecture, Allvue ensures seamless updates, secure scaling, and zero-disruption innovation as firms expand their portfolios. Its ecosystem integrates with over 20 partner solutions, empowering users with flexibility and extensibility. Backed by decades of financial expertise and trusted by over 500 global clients managing $8.5 trillion+ in assets, Allvue is redefining operational excellence in private markets. The platform’s AI-first approach enables firms to automate compliance, optimize fund performance, and deliver superior investor experiences. In a rapidly evolving financial landscape, Allvue equips investment leaders with the tools to innovate confidently and grow sustainably.

FundCount is a sophisticated software solution designed for analytical and partnership accounting, enabling users to monitor, analyze, and generate reports on intricate investment portfolios. This software caters to a diverse clientele, including fund administrators, family offices, hedge funds, and private equity firms. With a built-in multicurrency general ledger and automated workflow features, FundCount enhances operational efficiency in daily tasks. Its user-friendly reporting tools provide flexibility, allowing firms to swiftly produce tailored reports that align with the unique needs of each client. Recognized for its excellence, Hedgeweek awarded FundCount the title of Best Fund Accounting and Reporting System Firm, further solidifying its reputation in the industry. By streamlining accounting processes, FundCount empowers firms to focus on strategic growth and client satisfaction.

Private Wealth Systems is an esteemed cloud-driven solution tailored for ultra-high-net-worth individuals, family offices, registered investment advisors, endowments, foundations, and institutional consultants, offering unparalleled levels of precision, transparency, speed, and flexibility in the management and reporting of their investment portfolios. The platform intelligently aggregates data from over 400 global sources, seamlessly incorporating a diverse range of asset classes—including public and private equities, fixed income, hedge funds, venture capital, real estate, derivatives, and collectibles—into a cohesive overview. Utilizing a proprietary ledger-backed data model, it guarantees the integrity of financial accounting while permitting dynamic structuring, grouping, and the addition of customized attributes at any analytical level. Users are empowered with real-time insights into performance metrics, benchmark evaluations, tax-lot gains and losses, detection of wash sales, and detailed drill-through analyses. Furthermore, the system prioritizes user experience, promoting smooth navigation and straightforward access to essential financial information. This combination of features makes it an indispensable asset for those overseeing substantial wealth and intricate investment strategies. The platform not only streamlines portfolio management but also fosters informed decision-making through its advanced analytical capabilities.

Clariteer is a cutting-edge platform tailored for portfolio reporting, specifically aimed at individual investors and small family offices involved in direct investments within private equity and venture capital funds. Instead of having users manually comb through quarterly reports, capital account statements, notices, and email communications, Clariteer utilizes artificial intelligence to automatically interpret, organize, and consolidate critical information. The platform equips investors with a detailed dashboard that showcases vital metrics including commitments, paid-in capital, net asset value (NAV), capital calls, distributions, and performance metrics such as total value to paid-in (TVPI), distributions to paid-in (DPI), and internal rate of return (IRR), all while accommodating various funds, currencies, and geographical areas. Moreover, Clariteer offers cash-flow modeling capabilities that enable users to forecast upcoming capital calls and distributions, enhancing their financial planning. The platform also boasts attractive visual representations, cash flow timelines, portfolio overviews, and options for generating downloadable reports, thereby eliminating the chaos of spreadsheets and disorganized documents. This leads to greater clarity, consistency, and control for investors managing their private market assets. Designed specifically for founders transitioning into investment roles, angel investors, and smaller family offices in search of professional reporting solutions, Clariteer distinguishes itself as an indispensable tool in the realm of investment management. Its intuitive interface and robust functionalities make it a crucial resource for anyone dealing with the intricacies of private equity and venture capital investments, ultimately facilitating smarter decision-making in a complex financial landscape.

Voly is recognized as the leading accounting and financial management solution specifically designed for superyachts and various asset portfolios, providing an integrated platform to oversee yacht finances, multi-asset investments—including real estate and private aviation—along with cash flow, invoicing, charter management, payments, and currency conversions. This cutting-edge system grants users such as captains, crew members, owners, management firms, family offices, property supervisors, house staff, aviation teams, chauffeurs, accountants, and bookkeepers immediate access to a comprehensive view of their financial situation through an interactive dashboard. Furthermore, Voly offers a complete Voly Prepaid Mastercard and a foreign exchange payment system that facilitates both SEPA and SWIFT transactions, enhancing global financial interactions. Transactions can be logged effortlessly via a user-friendly mobile application, which provides real-time updates on cash and card balances. Voly's innovative approach to financial management simplifies complex operations, ultimately improving the overall experience for all participants involved in the financial ecosystem of superyachts and asset portfolios. As a result, stakeholders can focus more on their core responsibilities while Voly efficiently handles the intricacies of financial management.

Equip your venture capital or private equity firm with vital tools for effective accounting, administration, and reporting to your investors. Simplify your organization, allocation, and reporting processes through Fundwave's specialized Fund Administration Software, which provides tailored solutions for micro VCs, impact funds, large funds, SPV structures, and more. JCurve offers a flexible workspace designed for investment teams, efficiently serving both angel investors and small VCs alongside large venture capital and private equity firms. With features such as custom branding, interactive dashboards, and self-service options for investors, Fundwave's investor portal allows you to seamlessly distribute capital notices and reports to your limited partners. From your first closing to managing a wide array of investors across different funds, you'll find an adaptable plan to suit your needs. Furthermore, Dealflow aids in managing your deal pipeline, enabling you to concentrate on the most promising investment opportunities while keeping a clear perspective on your overall strategy. This holistic approach not only improves operational efficiency but also fosters stronger relationships with your investors, ensuring ongoing trust and collaboration. By integrating these advanced tools, your firm can elevate its performance and secure lasting success in the competitive investment landscape.

Dasseti provides cutting-edge software solutions specifically designed for the due diligence and oversight of asset and fund managers. By incorporating a comprehensive and flexible array of features, Dasseti simplifies the evaluation of funds with innovative tools like a digital due diligence questionnaire engine, an automated system for flagging and scoring responses, management of research and reviews, customer relationship management (CRM), collaboration capabilities, workflow oversight, an external managers portal, and extensive analytics. Our goal is to empower both investors and investment consultants to improve the efficiency of their fund monitoring and due diligence efforts through advanced digitization and automation techniques. The services offered by Dasseti cater to a wide range of clients, including investment consultants, pension funds, sovereign wealth funds, endowments, foundations, family offices, wealth management firms, funds of funds, insurance firms, and banks, assisting them in the selection and oversight of managers across various asset classes like equities, fixed income, hedge funds, private equity, real estate, and infrastructure projects. Ultimately, Dasseti seeks to transform the way these organizations handle their investment strategies and build relationships, fostering a more efficient, transparent, and effective investment landscape. In doing so, we aspire to set a new standard in the industry for due diligence and asset management practices.

FundFormer streamlines the processing of fund documents for alternative asset managers and investors, enabling quicker operations. Our onboarding portal is tailored specifically for those investing in hedge funds, venture capital, and private equity. It transforms subscription documents into web-based forms that seamlessly incorporate eSignature capabilities. FundFormer efficiently converts existing documents such as investor questionnaires, tax forms, and FACTA-CRS forms into smart webforms that utilize conditional logic for enhanced user experience. Additionally, FundFormer facilitates coordination among all parties involved during the fundraising process, which includes investors' financial advisors and legal representatives. Custom data exports can also be generated for purposes of fund administration or investor onboarding. A dedicated FundFormer professional is available to support you throughout your fund's entire lifecycle, ranging from the initial launch to the final closure and even in managing subsequent secondary transactions. This comprehensive service ensures that all aspects of fund management are handled with expertise and efficiency.

Canopy is a powerful platform for financial data aggregation and analytics that unifies portfolio information from numerous sources, including PDFs, Excel/CSV files, APIs, SWIFT, custodians, and private banks, covering a wide range of asset classes like equities, bonds, funds, private equity, hedge funds, derivatives, real estate, precious metals, cryptocurrencies, art, wine, and collectibles, regardless of currency or geographical boundaries. The platform effectively cleans, standardizes, and consolidates this data into dedicated PostgreSQL databases for each client, enabling users to access data directly through an Excel add-in or to integrate with other systems via read/write database capabilities. Transactions are processed seamlessly, offering valuable insights into asset allocation, performance metrics, P&L, volatility, Value at Risk (VaR), cash flows, risk analytics, and numerous other financial indicators. Users can create an unlimited number of “strategies,” which allow for custom transaction groupings based on various criteria such as asset class, sector, account, or security, and can perform highly configurable calculations using either the web interface or the Excel add-in. This level of customization empowers users to adapt their analytical methods to align with specific investment objectives and strategies, enhancing their overall decision-making process. Furthermore, the platform’s versatility makes it suitable for both individual investors and institutional portfolios alike, ensuring a comprehensive approach to financial analysis.

Clockwork Universe acts as a comprehensive digital investment center for private markets, consolidating a wide range of alternative investment options, including private equity, venture capital, direct private transactions, operating companies, syndicate or SPV deals, real estate, public equities, cash holdings, collectibles, and beyond into a single platform. This platform significantly improves portfolio management through a versatile dashboard that combines both quantitative and qualitative data, overseeing transactions at both individual and portfolio levels, tracking investment opportunities with specific profiles, and organizing pipeline activities with tagging while providing customized metrics for each holding along with overall performance indicators. Among its standout features are Suggested Updates, which utilize AI to derive valuable insights from unstructured information found in user inboxes, a Chrome extension that allows seamless data collection from platforms like LinkedIn and Crunchbase, and a dedicated chat function for portfolio collaboration that encourages focused discussions on investment matters. Furthermore, the platform not only simplifies data management but also equips investors with essential tools that bolster their decision-making processes and strategic planning efforts. With its user-friendly interface and innovative offerings, Clockwork Universe aims to redefine the investment experience for both novice and seasoned investors alike.

Greenlock functions as an independent wealth management platform that employs a Swiss-based zero-knowledge architecture, ensuring complete transparency and capital efficiency for both single-family and multi-family offices. The platform provides a wide array of services such as thorough fee benchmarking and reduction, performance audits, optimization of private equity and venture capital investments, real estate management, executive reporting, and core capital risk monitoring. By utilizing sophisticated analytics and net-of-fee evaluations, it uncovers hidden costs associated with banks, private equity, and hedge funds, empowering wealth owners to make well-informed, fee-sensitive decisions. Family offices gain the advantage of generating personalized, automated reports that can be customized to tackle aspects like risk, returns, fees, benchmarks, and non-bank assets. Greenlock integrates effortlessly with existing systems and operates without the sale of financial products or the management of client assets, ensuring that its incentives are entirely aligned with the interests of the owners. With over $2 billion in assets under management, the platform has consistently delivered notable fee reductions for its clients, underscoring its role as a valuable partner in wealth management. This unique capability enables Greenlock to remain agile and responsive to the changing demands of family offices in the current financial environment while continuously striving for excellence.

Cascade Suite is crafted to meet the needs of fund administrators who require improved accuracy and oversight across multiple funds through a scalable private equity software solution, while also providing asset managers with a cost-effective tool for reporting and reconciling deal-by-deal waterfall calculations. It promotes greater transparency and ensures compliance for both regulators and investors, automates complex allocations and calculations, and significantly reduces operational expenses. These benefits are merely a glimpse into the capabilities of Cascade Suite. This powerful and flexible proprietary software serves as an exceptionally effective resource for your alternative investment structures, efficiently supporting industries such as private equity, real estate, venture capital, hedge funds, mutual funds, and managed accounts. With a variety of deployment options available, Cascade Suite is ready to revolutionize your investment management workflows, enhancing overall efficiency and productivity in the process.

Why choose proprietary systems when the latest ERP from Microsoft boasts exceptional features in financial accounting, banking, security, and technology? Elysys leverages the powerful Microsoft Dynamics 365 Business Central platform, offering enhanced capabilities and scalability that particularly shine in specialized treasury management applications. Users can effortlessly create tailored dashboards and reports for a variety of financial or investment data, allowing for detailed exploration of individual transactions. This system not only aggregates financial and non-financial assets across multiple portfolios and asset classes but also supports financial consolidation for groups at different organizational levels. Over the last 15 years, we have launched a comprehensive array of modules covering a wide spectrum of investment forms, ranging from traditional paper investments and money markets to derivatives, structured products, and alternative investments such as private equity, public equities, funds, bonds, options, futures, forwards, and swaps. Our dedication to innovation and excellence empowers our clients with the latest tools and resources to effectively manage their financial operations, ensuring they stay ahead in a dynamic market. Ultimately, the combination of Microsoft’s robust platform and Elysys’s innovative solutions offers unmatched advantages for financial management.

Wize is a sophisticated wealth and asset management platform crafted in Switzerland, tailored for external asset managers, family offices, fund managers, securities companies, pension funds, and private banks. This cutting-edge solution integrates multiple capabilities like portfolio oversight, consolidated reporting, digital onboarding, anti-money laundering compliance, order management, and customer relationship management into one cloud-native application, which supports both deposited and non-deposited assets. With over 250 global banking connections and links to market data providers, Wize ensures daily automated reconciliation of transactions and positions, thereby maintaining exceptional data quality and dependability. The platform features a robust security framework that encompasses multi-factor authentication, one-time passwords, single sign-on, role-based access controls, audit trails, end-to-end encryption, and adherence to ISAE 3402 and DORA regulations. Users can choose to implement Wize via private cloud options in Switzerland or Singapore, or select on-premises configurations, which makes it adaptable to various operational requirements. In an increasingly dynamic financial environment, Wize distinguishes itself by offering a comprehensive approach to wealth management, helping institutions optimize their workflows and significantly improve client relations. This versatility positions Wize as a key player in the future of financial technology solutions.

1fs Wealth is a cutting-edge wealth intelligence platform that leverages AI technology and cloud infrastructure to assist high-net-worth individuals and family offices in efficiently managing a wide array of assets, including public and private investments, real estate, and digital collectibles, all through a unified interface. The platform prioritizes security with features such as multi-factor authentication, comprehensive role-based access controls, and advanced encryption methods. Users gain access to real-time market valuations, market feeds, specialized risk analysis tools, and metrics for evaluating asset distribution and geographical location. It also supports detailed succession planning, equipping future beneficiaries with necessary asset allocation strategies, documentation, and ownership insights. Enhanced collaboration features allow family members, advisors, and external specialists to work seamlessly together, utilizing thorough analytics, peer comparisons, and information related to carbon and ESG considerations. Furthermore, it includes smooth integrations like API connectivity, account aggregation via Plaid, and hedge fund benchmarks provided by Albourne indices, rendering it an all-encompassing solution for refined wealth management. This holistic strategy not only streamlines asset management but also empowers users to navigate the complexities of the constantly evolving financial environment with confidence. By leveraging these advanced tools and insights, users can effectively enhance their wealth management practices and achieve their financial goals.

AngelList offers a comprehensive array of tools aimed at helping startups, investors, and fund managers foster innovation. With AngelList, you can efficiently manage your company's cap table, fundraising efforts, employee offer letters, and other vital tasks all from a single, user-friendly platform. Focus on growing your business while leaving the administrative responsibilities to AngelList. The platform simplifies the fundraising experience through AngelList Raise, which takes care of accreditation, signatures, banking, and other essential functions for SAFE and equity rounds. Raise capital more efficiently with just one entry on your cap table, enhancing the overall process's effectiveness. Founders can utilize Roll Up Vehicles™, which provide a single link for investors to commit and transfer funds online, while AngelList manages all subsequent processes. You can also explore Rolling Funds for tailored investment opportunities, allowing you to subscribe quarterly and work with prominent VCs, while adjusting your investment amounts in line with your financial goals. Access a multitude of high-quality deals and funds managed by leading industry experts and investors with just one investment. Additionally, consider the AngelList Access Fund to diversify your portfolio and seize unique investment opportunities. Each feature is meticulously crafted to streamline the investment landscape, ensuring that you can more easily reach your financial aspirations, while the platform continuously evolves to meet the changing needs of its users.

Masttro stands out as a cutting-edge wealth technology platform that integrates all aspects of an estate, encompassing liquid and illiquid investments, liabilities, passion assets, real estate, private equity, collections, and more, regardless of their geographical location or currency, into a unified WealthData system that offers thorough visibility and management. The platform facilitates direct data collection from over 550 custodian feeds and a range of alternative sources, while its Doc AI feature enhances efficiency by simplifying the extraction of statements and capital activities from fund portals. Users can take advantage of intuitive, customizable dashboards, both pre-designed and on-demand reporting options, streamlined task management, secure document storage, and client portals with tailored permissions, alongside a versatile API that seamlessly integrates with existing technological frameworks. With a focus on security, the platform utilizes military-grade encryption and private key protection to ensure data safety during both storage and transmission. Specifically designed for family offices, wealth advisors, and professional service firms, Masttro not only delivers dynamic performance analysis and portfolio management but also incorporates advanced data visualization tools to improve decision-making processes. Furthermore, its comprehensive features are built to evolve alongside the changing demands of wealth management professionals and their clients, ensuring continuous support and innovation for enhanced service delivery. This adaptability allows users to remain at the forefront of industry developments while maintaining a strong grip on their wealth management strategies.

Syndicately presents a powerful platform designed specifically for the creation and management of Special Purpose Vehicles (SPVs), simplifying the investment process for both investors and fund managers involved in private projects. Our platform caters to a wide range of users, from budding entrepreneurs seeking financial support for innovative ideas to seasoned investors affiliated with Family Offices, Angel Investors, Real Estate, Private Equity, and Venture Capital sectors looking to leverage SPVs to diversify and enhance their investment portfolios. By using Syndicately, the investment journey is streamlined, ensuring that your future transactions are efficient and successful. Experience the benefits of our cutting-edge enterprise features with Syndicately, and transform the way you approach your investment strategies for greater success in the market. This innovative solution is designed to adapt and grow with your investment needs.

BOBO, created by Bourgeois Bohème, stands out as an exclusive digital platform that merges personalized financial management with luxury lifestyle offerings in a seamless, user-centric interface. It provides secure wallets that cater to both families and their staff, alongside innovative payment solutions that maintain privacy by omitting names and account numbers. Users benefit from highly adaptable spending controls that can be customized by categories, time, and location, all while enjoying increased transaction limits of up to €1 million per card, complemented by full top-up and ATM functionalities. The platform's Control Hub enhances operational efficiency through intelligent reporting, invoice matching, and tailored access for teams and advisors. In addition to these features, BOBO offers 24/7 global lifestyle assistance for various administrative needs, travel arrangements, and entertainment options, granting users exclusive access to upscale events and unique experiences. Enhanced with cutting-edge security protocols such as 3DS 2.2 and instant blocking/unblocking capabilities, BOBO ensures that funds are kept secure in segregated accounts, monitored by the UK's FCA and the EEA's ACPR, thus safeguarding assets in the event of insolvency. This distinctive fusion of high-security financial solutions and luxury lifestyle management not only elevates the user experience but also positions BOBO as a leader in the digital financial services arena. Ultimately, BOBO offers a comprehensive solution that redefines how affluent individuals manage their finances and lifestyle needs.

AtlasFive represents a cutting-edge wealth management solution that functions on a cloud infrastructure enhanced by artificial intelligence, effectively integrating entity management, portfolio oversight, general ledger and fund accounting, transaction handling, document preservation, trust and partnership accounting, cash flow predictions, and client reporting into a unified framework. This platform leverages the secure EtonAI technology to refine over 270 workflows, adeptly extracting data from over 250 types of documents while automating numerous processes, including bank reconciliations, trust distributions, tax ledger entries, cash management payments, and investment allocations. In addition, AtlasFive equips users with real-time insights, sophisticated semantic document search functionalities, AI-enhanced performance dashboards, risk notifications, and the capability to execute natural-language inquiries, all within a regulated and transparent AI framework compliant with ISO certification standards. Built on a resilient, serverless architecture, the platform ensures continuous backups, high availability, detailed audit trails, role-based access management, and cybersecurity adherence to SOC standards, which collectively provide a secure and efficient wealth management experience for users. Ultimately, AtlasFive distinguishes itself as a holistic solution catering to the multifaceted requirements of contemporary wealth management professionals, making it a vital tool in today's financial landscape.

PackHedge™, recognized as the premier solution in the investment industry, excels in managing Alternative/Hedge and Private Equity funds, while also accommodating traditional and mutual funds as well as a variety of other investment vehicles, including UCITS, ETFs, equities, real estate, forwards, and currencies. Its capabilities empower users to conduct thorough quantitative and qualitative research and analysis, encompassing risk assessment, stress testing, scenario planning, exposure evaluation, contribution and attribution analysis, and effective asset allocation, portfolio construction, and management. Additionally, it supports shadow accounting for portfolios, managed accounts, and funds of funds, along with crucial liquidity and cash flow forecasting, due diligence, document management, workflow optimization, client relationship management (CRM), compliance needs, KYC processes, and fostering financial innovation. The platform is composed of a suite of advanced modular software tools that are seamlessly integrated, providing exceptional data management models capable of handling multi-source, multiple-frequency, and multilingual qualitative and quantitative data, ensuring that users have access to comprehensive insights and analytics. This holistic approach not only streamlines processes but also enhances decision-making across various investment strategies.

Aleta is an advanced wealth management platform specifically designed for family offices, financial advisors, and wealth managers, effectively consolidating data from multiple custodians, asset types—such as private equity and real estate—and various currencies into an intuitive dashboard. By leveraging AI-powered analytics, interactive visualizations, and comprehensive transaction analysis, it boasts more than 100 banking integrations and over 15 years of experience in providing insightful reporting. The system simplifies the management of private-equity statements, making it easier to incorporate alternative assets into investment strategies. Furthermore, it includes ESG and impact metrics alongside traditional financial performance to encourage sustainable wealth management practices. Aleta has received accolades for its outstanding reporting and features a contemporary cloud-native architecture, a mobile app for easy access, and customizable white-label solutions, all built on a Microsoft infrastructure. To protect client data, Aleta implements robust security protocols, including SOC 2 certification, multi-factor authentication, and encryption, ensuring both safety and integrity. Its dedication to innovation and superior user experience cements Aleta's status as a leading option in the wealth management industry. With a focus on enhancing wealth management for future generations, Aleta is not just a service but a partner in achieving financial success.

This advanced trust accounting software is specifically designed to efficiently manage the financial records of a wide array of entities such as trusts, estates, deputyships, corporations, partnerships, foundations, and funds. It streamlines the creation of trust accounts and provides thorough fund accounting documentation along with straightforward sub-fund accounting. By automating the management of recurring transactions, dividends, and price file imports, it significantly minimizes both time and effort required for financial oversight. The software also boasts customizable tax functionalities for Capital Gains Tax, VAT, and Income, as well as standard export options to aid in the completion of the SA900 forms. Furthermore, it integrates tools aimed at probate, estate management, and Court of Protection responsibilities, which enhances the handling of private client matters. Notably, it supports comprehensive foreign currency accounting, ensuring that all ledgers and balances are automatically recalibrated for precision. With capabilities accommodating multi-company, multi-funded, multi-currency, and multi-manager operations, this software is adept at serving a wide spectrum of accounting requirements across different industries. Its versatility and efficiency make it an indispensable tool for financial professionals managing diverse client portfolios.

LP Analyst emerges as the leading cloud-based solution for overseeing private asset portfolios, specifically designed for institutional limited partners. Their renowned LP Analyser Monitoring Analytics and Reporting tool integrates all investment data into one cohesive platform, supported by LPA’s outstanding managed data service that consistently collects, organizes, and authenticates information across diverse strategies, asset classes, and investment types. To fulfill due diligence requirements, the GP Analyser platform offers comprehensive and flexible insights into a manager's extensive track record, alongside operational due diligence, reference calling, and sourcing support. Furthermore, LPA provides independent, expert third-party secondary valuations, thoroughly underwriting transactions and delivering intricate cash-flow forecasts, scenario analyses, and sensitivity modeling tailored to various fund and deal structures. This comprehensive approach ensures that LP Analyst not only streamlines investment management but also enhances transparency and accountability in the decision-making process. Ultimately, LP Analyst empowers institutional investors with the essential resources needed to navigate the complexities of private asset investments confidently.

Copia Wealth Studios presents a mobile-focused wealth management solution that integrates AI-powered document processing, portfolio unification, customized planning, and operational automation, specifically designed for sophisticated investors, family offices, multi-family offices, institutions, and registered investment advisors. By consolidating information from various platforms, accounts, and documents, it offers users a real-time, comprehensive snapshot of their financial landscape, enabling them to protect their assets, boost portfolio performance, make informed decisions, visualize intricate entity and trust structures, predict capital needs, and streamline their operational tasks. The Copia suite includes sophisticated document processing features that effectively extract data from K-1 forms, capital call notices, and distribution statements, as well as tools for entity mapping, performance comparison of managers, automated reporting for both regular and on-demand requirements, natural language document queries, and stringent security protocols such as biometric two-factor authentication and encryption. This holistic strategy not only enhances the efficiency of wealth management practices but also prioritizes a robust level of security and operational effectiveness for all users. Furthermore, the platform’s commitment to innovation ensures that clients can adapt to the ever-evolving financial landscape with ease and confidence.

Prospero, developed by FINARTIS (previously known as S.A.G.E.), provides an extensive array of solutions designed explicitly for the financial services sector, focusing particularly on family offices and independent asset management. In addition to wealth management, the suite encompasses fund administration and asset management services. This all-encompassing solution addresses every facet of transactional, financial, processing, and reporting needs across the financial industry, effectively bridging the gaps between front-office, middle-office, and back-office operations. By integrating these various functionalities, Prospero ensures a seamless and efficient workflow for financial institutions.

Boost your operational effectiveness with LSEG AlphaDesk, a cloud-based order management and portfolio management system specifically designed for buy-side firms. Effortlessly connect a variety of multi-vendor data streams and electronic trading systems, while maintaining productive partnerships with custodians, prime brokers, and fund administrators. Centralize all orders within a single platform to facilitate real-time monitoring of portfolio exposure across over 100 customizable fields. Enjoy control and access from any location with its mobile-optimized interface. Celebrated for its outstanding features, LSEG AlphaDesk offers a prize-winning solution that accommodates multi-asset class and multi-currency order management and portfolio supervision, complete with built-in risk and compliance functionalities aimed at streamlining your operations. This advanced platform stands as a crucial asset for any buy-side entity aspiring to enhance its operational efficiency and drive better investment decisions. Moreover, its user-friendly design ensures that teams can collaborate effectively, making it a pivotal tool for success in today's competitive financial landscape.

Asseta is a holistic, AI-powered platform designed to streamline the financial management processes of family offices, enabling them to manage their wealth and accounting functions with clarity and effectiveness. It provides robust tools for tracking investments, cash flow, multi-currency transactions, and complex ownership structures, along with real-time insights and tailored reporting features. By seamlessly integrating with various platforms, such as QuickBooks, Bill, and Ramp, Asseta allows users to consolidate data into a cohesive system. Furthermore, the platform automates essential financial tasks, including allocations, bill payments, and month-end closings, reducing manual effort. With scalability as a key feature, Asseta not only optimizes financial operations for family offices but also enhances visibility across multiple entities and currencies worldwide, supporting more informed decision-making. This all-inclusive strategy empowers family offices to concentrate on long-term strategies rather than getting bogged down by administrative tasks, ultimately fostering a more proactive approach to wealth management. By prioritizing efficiency and transparency, Asseta positions itself as an indispensable tool for modern financial stewardship.

LemonEdge accelerates the creation and customization of business solutions at an astonishing pace, achieving a tenfold increase in efficiency compared to traditional approaches. This groundbreaking development meets the complex needs of effective fund management in the current financial environment. Our private capital platform provides asset managers and administrators with vital infrastructure for accounting across fund, portfolio, and limited partner dimensions. With a state-of-the-art core infrastructure, our Private Capital solution facilitates comprehensive multi-currency partnership accounting, adaptable fund structures, and integrated waterfall technology. By leveraging our low-code platform, users can effortlessly merge their external Excel processes into a cohesive end-to-end accounting system. This methodology reduces the need for manual interventions, enhances customization capabilities, increases operational efficiency, and offers improved visibility into costs. Furthermore, we are at the forefront of introducing the first development platform in the financial services sector specifically tailored for the challenges of back and middle-office technologies, thus redefining industry standards. Our dedication to innovative solutions ensures that businesses can thrive in a financial landscape that is continuously changing and becoming more complex. As we progress, we remain committed to refining our offerings to better serve our clients' evolving needs.

Enfusion stands out as a premier provider of investment technology solutions and services through its native SaaS platform. This innovative approach allows clients to operate seamlessly from a unified data source, spanning both front and back-office functions. By enhancing agility, Enfusion empowers its users with exceptional capabilities. The company serves more than 500 investment managers and hedge fund operators, delivering award-winning software, managed services, and analytics from its eight global offices spread across four continents. With a commitment to excellence, Enfusion continues to set the standard in the investment technology landscape.