Private Equity Services

Private Equity Technology

Our proprietary web-based technology platform was specifically designed and built for private equity funds. It was built, rather than adopted to, the unique characteristics of the industry and is highly scalable. The system emphasizes "straight-through processing" and a high level of transaction accuracy. The system uses open architecture and integrates investment and partnership information with accounting and allocation information to permit administrative and accounting solutions. All historical information is maintained and is accessible from fund inception through liquidation.

Through the Client Gateway, clients have secure, permission-driven 24/7 web access to the Private Equity Processing System, as well as a full menu of customizable or downloadable reports.

Our institutional grade infrastructure includes best-in-class business continuity and disaster recovery plans. We maintain SAS 70 Type II compliance to ensure that adequate controls and safeguards are in place to administer your critical data. As an industry leader, we have a strong commitment to data integrity, internal controls, continuous improvement and confidentiality.