Connect with institutional investors such as endowments, foundations, family offices, and RIAs
Seamless integration with and consolidation of reports and data from investment consultants and OCIO providers
Digital workflows, virtual data rooms, integration with administrators, custodians, and DTCC-AIP
Connect with asset managers and centralize fund data and materials across your investment portfolio
Seamless integration with and consolidation of reports and data from investment consultants and OCIO providers
Digital workflows, virtual data rooms, integration with administrators, custodians, and DTCC-AIP
Manage investment transactions across administrators, custodians, managers, and investors with our innovative technology
Electronic collection and execution of investor documents, AML/KYC compliance, automation of capital calls, and e-signatures
Create efficiencies using access links to the platform for investor communications
Secure platform to access a consolidated view of fund materials and investor statements
Institutional investors may curate a custom menu of current and prospective funds
Asset managers may curate a custom menu of current and prospective investors
In collaboration with leading institutional investors, asset managers, and service providers we developed the SAF Platform for alternative investments.
EXPLORE THE PLATFORM