| $15+ billion in assets under administration | |
| 800+ funds, syndicates and other structures | |
| 115,000+ investors | |
| $850+ million raised (in 12 months) | |
| $450+ million distributed (in 12 months) |
| Easy on-boarding | |
| Full set of features | |
| Intuitive UI | |
| Customer Support | |
| Scalable |

AML/CTF and PEP screening
Automatically manage AML/CTF and PEP screening with GreenID.
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Distributions
Pay distributions net of withholding tax based on estimated tax components.
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Tax statements
Produce and distribute annual tax statements in ATO required SDS and AMIT formats.
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Offers/Capital raising
Create and manage online application forms for offers to raise money.
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Periodic and exit statements
Produce and distribute annual periodic statements and quarterly exit statements.
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FATCA/CRS
Produce compliant FATCA and CRS reports for lodgement with the ATO.
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Import tax declarations
Upload FATCA and CRS compliant tax declarations.
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Capital calls
Create and manage bulk capital calls. Receive payments via BPAY and EFT.
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