Phoenix has emerged as a growing financial services hub, attracting investment managers and fund administrators. We help investment firms deliver better investor experiences while streamlining operations.
The Investment Technology Challenge
Investment managers face complex operational requirements, demanding investors, and regulatory scrutiny. Manual processes limit scale and create risk.
Our Investment Platform Solutions
Investor Portal
Transparency and self-service:
- Dashboard: Holdings, performance, commitments
- Documents: Statements, tax forms, reports
- Capital activity: Calls, distributions, history
- Communication: Secure messaging and updates
Capital Management
Efficient operations:
- Capital calls: Calculation and notice generation
- Distributions: Waterfall and payment processing
- Tracking: Commitment and contribution history
- Forecasting: Cash flow projections
Investor Reporting
Professional communication:
- Statements: Investor account statements
- Performance: IRR, multiples, benchmarks
- Quarterly reports: Automated generation
- Tax documents: K-1 and tax reporting
Subscription Processing
Digital onboarding:
- Subscription documents: Digital completion
- KYC/AML: Investor verification
- Accreditation: Status verification
- E-signature: DocuSign integration
Integration and Compliance
System Integration
- Fund administrator connectivity
- Custodian integration
- Accounting system sync
- Document management
Compliance
- Investor suitability
- AML documentation
- Regulatory reporting
- Audit support
Ready to modernise your investment operations? Contact ZIRA Software to discuss your investment platform needs.