Our platform gives you the ability to monitor the performance and compliance status of your funds and GBCs in real-time. With an intuitive dashboard, you can:

• Track Fund Performance: Monitor daily NAV (Net Asset Value), fund flows, and performance benchmarks.
• View Compliance Status: Ensure that your GBC meets all statutory requirements with clear indicators for upcoming filings and deadlines.
• Access Key Financial Reports: Download financial statements, audit reports, and tax filings at the click of a button.

• Log into your account and navigate to the “Fund Dashboard” or “GBC Dashboard” section.
• Use filters to track performance metrics or compliance indicators for each of your entities.
• Download real-time reports for internal use or for sharing with stakeholders.

Staying compliant with local and international regulations is crucial, especially for fund administration and GBC management. Our platform is equipped with automated alerts that notify you about important compliance deadlines, including:

• Tax Filing Deadlines: Receive notifications ahead of key tax filing dates to ensure you submit your documents on time.
• Corporate Governance Alerts: Stay updated on upcoming board meetings, shareholder resolutions, and director compliance requirements.
• AML & KYC Reviews: Get reminders for Anti-Money Laundering (AML) and Know Your Customer (KYC) compliance updates to avoid any regulatory breaches.

• Set your preferred notification preferences during onboarding.
• Automated alerts are sent to your email or directly through the platform’s notification system.
• Access a centralized compliance calendar to view upcoming deadlines.

Handling sensitive corporate and financial documents is a breeze with our secure document management system. You can:

• Upload, Store, and Share Documents: Use encrypted storage for all your corporate, financial, and legal documents.
• Access Anywhere: Retrieve important documents anytime, anywhere, with just a few clicks.
• Seamless Regulatory Filing: Automatically submit statutory filings directly to the relevant authorities through our integrated platform.

• Upload your documents securely through our encrypted file management system.
• Share documents with authorized stakeholders, auditors, or regulatory bodies via a secure link.
• Archive important filings, agreements, and resolutions for future reference.

Our platform offers powerful analytics tools that help you make informed decisions by providing detailed insights into your fund’s or GBC’s performance. The analytics dashboard provides:

• Custom Reports: Generate custom reports based on your specific requirements, such as fund performance, compliance gaps, or financial health.
• Data Visualization: View key data points with easy-to-understand visualizations, such as charts and graphs, to track trends and performance over time.
• Export Options: Download reports in various formats (PDF, Excel, etc.) for presentation or compliance purposes.

• Choose from a selection of pre-built templates or customize your own reports.
• Set specific parameters for the data you wish to analyze (e.g., time periods, fund types, etc.).
• View visual reports in your dashboard or download them for sharing.

Our responsive ticketing system ensures that you can easily request support or additional services, with a guaranteed fast response time. Whether you need compliance advice, technical support, or additional services, our team is always just a ticket away.

• Submit a request directly through the platform using the “Support” or “Help” section.
• Track the progress of your support request in real-time.
• Receive a personalized response from one of our team members within a designated time frame.