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