Digital fund distribution for prime brokers
CRM, fund intelligence and fund marketing; take your cap intro service to the next level.
More hedge funds than ever
Capturing, monitoring and presenting these funds requires a revolutionary approach.
Changing investor demands
Increasingly-knowledgeable investors demand self-service insight and transparency.
Risk and compliance
Operational and compliance risk must be managed flawlessly at scale.
Margin pressure makes digitisation across operations essential.
A compliant, scalable and fully-digital fund distribution and marketing platform.
Technology as a driver
Deliver a next-level cap intro service for your clients and investors.
Tried, tested, trusted
Used by six of the top 10 global investment banks.
All contacts, activities and tasks – in one place.
Collaborate across teams
Consistency and communication, braking down siloes and removing key-man risk.
Visualise your operation, to better manage teams and drive efficiency.
Use investor engagement analytics to have the right conversation at the right time.
The right information every time
Showcase your funds to investors, and equip your team with answers.
Use business intelligence to maximise your client relationships.
Silver service at scale
Instant answers, self-service information and focused introductions.
Monitor investor engagement across the platform, for targeted and relevant outreach.
Engage at scale
Streamlined email marketing campaigns; hosted, built, sent.
Host virtual events
Build and present the agenda, drive promotion and handle registrations.
Digitise your marketing
Host all thought leadership in one online repository.