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Description
FundCentre Reporting is an AI-powered investor portal built to help alternative investment firms improve fund reporting, investor transparency, and communication with limited partners. Formerly InvestorVision, the platform is part of SS&C Intralinks FundCentre AI and is designed to help general partners deliver timely, accurate, and secure access to fund data. It supports investor reporting workflows with standardized reporting, ILPA templates, integrated account data, and visibility into invested funds and underlying holdings. FundCentre Reporting helps firms give LPs clearer access to business-critical information while reducing friction in investor communications. The platform also supports a more intuitive LP experience through simplified user management, secure document access, and streamlined reporting workflows. Firms can use FundCentre Reporting to modernize investor relations, strengthen transparency, and improve decision-making through advanced data and reporting tools. Intralinks also provides customer service managers, client assist teams, and global 24/7 support to help firms manage setup, postings, and ongoing investor portal needs. As part of the broader Intralinks platform, FundCentre Reporting connects with secure collaboration, document sharing, virtual data rooms, fundraising, onboarding, reporting, and alternative investment services. FundCentre Reporting is designed for firms that need a secure, scalable, and AI-enabled investor portal that can support the rigor of modern fund operations.
Description
Proteus is an innovative platform that leverages technology to enhance accessibility to alternative investments for wealth managers, fund sponsors, and qualified investors. By facilitating the allocation of client capital into tailored portfolios of private market assets, it integrates vital functions such as research, due diligence, portfolio construction, and execution into a single system. The platform effectively simplifies intricate investment workflows by implementing a streamlined electronic subscription process, centralized onboarding, and automated administrative processes, thereby minimizing the typical obstacles present in private markets. Additionally, Proteus is designed to support the establishment and administration of feeder fund structures, addressing regulatory, governance, and operational challenges, which enables firms to concentrate on their investment strategies without being bogged down by infrastructure issues. Furthermore, it offers secure, customizable environments that include comprehensive monitoring and reporting tools, along with consolidated tax documentation, enhancing user experience and operational efficiency. This unique approach not only fosters better investment decision-making but also promotes a more seamless integration of alternative investments into traditional portfolios.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
SS&C Intralinks
Founded
1996
Country
United States
Website
www.intralinks.com/products/fundcentre/reporting
Vendor Details
Company Name
Proteus
Founded
2012
Country
United States
Website
www.proteuscapital.us
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
