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Easily onboard investors with a fast and simple digital process that ticks all the boxes in minutes not hours.
One source of truth to track your holdings across performance, valuations, key metrics, management updates, and more.
A fit for purpose accounting system and tax engine that streamlines financial operations, performance reporting, and audit season.
Investors and Limited Partners can easily track investments, view their performance, and action outstanding management tasks.
All your obligations in one place. Easily manage legal, tax reporting (ATO, CRS, FATCA), financial services licensing, and insurance.
Securely share documents and files with your team members, investors, and third parties.
Simple and secure payment workflows that get the deal done.
An end-to-end solution that manages securities, transactions, capital raises, investor communications, and more.
Get the deal done as you easily manage allocations, book-builds, settlement, escrow, document signing and more.
Designed for not just the industry experts and analysts but for all stakeholders across the business.


Part of the MA Financial Group







