The Data Exchange portal helps aggregate, organize, and visualize data leveraging industry-leading reporting and business intelligence tools, provide interactive reporting and secure document access. Data Exchange integrates seamlessly with our private equity accounting solution, Investran, our traditional fund accounting solution, InvestOne, and is extensible to other sources of data.
Data Exchange's power lies in its flexibility. Regardless of your team's needs, Data Exchange has a solution for every role.
Manage fund documents and visualizations across multiple asset types for both clients and investors.
Support your firm's brand a highly secure portal that becomes a seamless extension of your web presence.
Upload, secure, organize, and search attachments within the virtual data room.
Streamline existing business processes by providing structure, automation and visibility to tasks and activities.
Aggregate, organize and visualize data leveraging industry-leading reporting and business intelligence tools.