SMART MODULES

Smart Modules

AI-powered modules designed to automate investor operations, streamline reporting and compliance workflows, and provide real-time transparency across fund activities.

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Smart modules dashboard
Just Launched
ILPA Reporting Tool

ILPA Reporting Tool

Convert Reports to ILPA Format. Delivered in 48 Hours

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KYC, KYB, CDD, AML, Sanctions Screening Automation

KYC, KYB, CDD, AML, Sanctions Screening Automation

Automate End-to-End Compliance Screening with AI-Powered KYC, KYB, CDD, AML & Sanctions Checks

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Transfer Agent

Transfer Agent

Streamline TA-2 & KYC/AML Workflows

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Fundraising Support

Fundraising Support

Digitize Investor Workflows

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Risk / Audit Automation

Risk / Audit Automation

AI-Native Workflows that Reduce Audit Findings & Investor Delays

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K-1 / T5013 Generation

K-1 / T5013 Generation

Generate & Deliver Investor Tax Forms in Minutes

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