Covercy Description
Covercy... where banking meets investment management.
Save time with our automated distribution & capital call payment processing, gain your LPs’ trust with our intuitive Investor Portal, and generate interest from capital funds held in your Covercy Wallet – all in one platform.
Your investors can access their account to view portfolio info, transactions, documents & reports. Call capital in your investment currency. Investors fund them in their select currency. Slash the risk of phishing and wire-fraud with our secure platform and payments. View the positions of your investors in all assets & funds. Slice and dice as you wish. You can even log on to the Investor Portal to see how what your investor sees and experiences. Complete all distribution payments in a click. We’ll auto debit your account. Our partner banks or payment partners will open accounts under your fund/asset names to automate processing of capital calls & distributions. You can even earn interest on your uninvested capital. Our strict anti-money-laundering tests & policies help you stay compliant. Share documents like K1s, agreements, and financial statements with your investors. Per fund / syndicate.
Covercy Alternatives
Experience substantial profits while minimizing your risk to market fluctuations. Utilize our meticulous due diligence and strategic partnerships with your investment funds. Unlock access to high-quality institutional opportunities across diverse asset classes. Participate in carefully vetted private equity deals. Enjoy passive income that is deposited directly into your bank account. Monitor your investments effortlessly through our top-tier investor portal. Unlike typical crowdfunding platforms, we operate as a technology-driven real estate investment company. Our compensation structure is heavily aligned with the success of our assets, and we actively invest in every offering we present, ensuring we share in the journey of our investors. By prioritizing performance, we create a win-win scenario for both the firm and our clients.
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Sharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place.
Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time.
Track your investments across multiple exchanges, currencies and brokers.
This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money.
Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.
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FundPanel
Developed by Aduro Advisors, a prominent player in the realm of Venture Capital fund administration, FundPanel empowers your back office to manage the intricacies of vital investor communications swiftly and effectively. Renowned by numerous major funds across the United States and globally, FundPanel stands as a dependable tool that simplifies the task of delivering precise reports. Both you and your investors can effortlessly access information regarding funds, capital commitments, capital calls, distributions, and capital accounts through intuitive dashboard displays. The platform's user-friendly design facilitates easy navigation for fund managers and investors alike, enabling them to view essential financial data with clarity. Furthermore, it includes secure document sharing capabilities and offers real-time performance metrics, promoting both transparency and operational effectiveness in managing funds. FundPanel also features customizable reporting templates that adhere to industry best practices, ensuring that limited partners receive consistently accurate reports. This comprehensive solution ultimately enhances the overall experience for both fund managers and their investors, making it an invaluable asset in the world of fund administration.
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PoliBit
PoliBit serves as a comprehensive investment management platform that streamlines the entire fund lifecycle for managers in real estate, private equity, and private debt sectors. It efficiently manages fundraising through digital subscriptions and e-signatures, facilitates investor onboarding by conducting KYC/AML checks against over 300 global watchlists, and processes capital calls while accommodating multi-currency payment collections. The platform also offers robust fund administration capabilities, including automated waterfall calculations for both American and European fund structures, net asset value computation, and maintenance of capital accounts across various fund vehicles. Additionally, its white-label investor portal provides limited partners with uninterrupted access to real-time performance data, distribution history, K-1 tax documents, and essential fund communications. By automating ILPA-standard quarterly reporting and providing real-time dashboards, PoliBit significantly reduces the need for manual report creation. Furthermore, the integration of cross-border payment solutions, including stablecoin use, can decrease the costs associated with international transfers by as much as 90%, enhancing overall operational efficiency. This makes PoliBit an indispensable tool for fund managers aiming to optimize their investment processes.
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Pricing
Pricing Starts At:
$100 per month
Integrations
No Integrations at this time
Company Details
Company:
Covercy
Year Founded:
2015
Headquarters:
United Kingdom
Website:
www.covercy.com
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Product Details
Platforms
Web-Based
Customer Support
Business Hours
Online Support
Covercy Features and Options
Payment Processing Software
ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture
Banking Software
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring
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