Solutions
Discover our enterprise software solutions designed to elevate your financial institution’s investment capabilities.
Investor Portal – A Seamless, End-to-End Investment Experience
The Investor Portal is designed to provide a frictionless, fully automated investment experience, eliminating manual processes and enhancing efficiency. From seamless onboarding to real-time portfolio tracking, every aspect is optimized for security, transparency, and ease of use. With built-in AI capabilities and automation, investors gain full control over their investments while fund managers benefit from streamlined operations.
- ✅ Sign-on - Secure, hassle-free access for investors
- ✅ Detailed profile creation - Collect and manage investor information effortlessly
- ✅ Investment processing - Simplified deal execution with automated workflows
- ✅ Deal Details Page - Centralized access to investment opportunities and key metrics
- ✅ Portfolio Dashboard - Real-time visibility into holdings, performance, and transactions
- ✅ Payment automation - Streamlined payment processing for seamless transactions
- ✅ Secondary Marketplace - Liquidity solutions through a secure investor exchange
- ✅ Differential data sharing - Tailored access to investment insights and reporting
- ✅ AI BOLT-ON - Advanced AI-powered insights for smarter investment decisions
Fundraising Automation – Streamline Capital Raising with AI & Automation
Raise capital faster, smarter, and with greater efficiency using Ashta.ai’s Fundraising Automation. Our platform simplifies deal uploads, tracks investor engagement, and automates follow-ups—allowing fund managers to focus on closing deals instead of manual tasks. With seamless CRM integration, data security, and AI-driven insights, you gain complete visibility and control over your fundraising process, ensuring compliance, scalability, and access to the right investors at the right time.
- ✅ Upload a new deal - Effortlessly add and manage new investment opportunities
- ✅ Track Deal Progress - Real-time insights into investor activity and deal status
- ✅ Auto reminder and CRM functions - Automated follow-ups to nurture investor interest
- ✅ Deal level details - Centralized access to all critical deal information
- ✅ Investor reporting - Generate and share reports instantly for transparency
- ✅ Data Security - Industry-leading protection for investor and deal information
- ✅ Secondary marketplace - Liquidity solutions to enhance investor participation
- ✅ Customer profile access - Gain deep insights into investor behavior and preferences
- ✅ Data warehouse integration - Secure storage and retrieval of investment data
- ✅ Access to BuyProperly Investors - Expand your reach with a pre-qualified investor network
- ✅ Distributions - Automate fund distributions for seamless transactions
- ✅ AI BOLT-ON - Leverage AI-driven analytics for strategic decision-making
- ✅ Dedicated Account Manager - Personalized support for optimized fundraising
- ✅ Accounting system integration - Sync seamlessly with financial tools for compliance
Accounting Module – Simplify Fund Accounting & Compliance
Eliminate the complexity of fund accounting with Ashta.ai’s Accounting Module—a powerful solution designed to automate tax calculations, ensure compliance, and streamline financial reporting. Whether managing multiple LP share classes or generating investor tax forms, our intelligent system reduces manual effort, minimizes errors, and accelerates financial workflows. Stay compliant, improve accuracy, and gain real-time financial insights with automation at your fingertips.
- ✅ Support multiple classes of LP units/ shares - Manage diverse investor structures effortlessly
- ✅ Tax estimations - Automate projections for accurate tax planning and reporting
- ✅ Generate T5013 - Instantly create and distribute required tax documents
Get a Personalized product demo
Schedule a personalized product demo to see how our platform can meet your investment needs.
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support@ashta.ai
+1-647-277-4673 (Office)+1-647-567-3373 (Sales)
