Business Portal
Private Asset Management, Made Simple
Simplify the investment lifecycle. Create deals, invite investors, raise capital, and send distributions, all centralized in a single portal.
One Platform for the Full Deal Lifecycle
Create and Manage Deals
Set up investment offerings with repeatable templates, invite investors, and track funding progress in real time.
Onboard Clients Digitally
Open accounts, process rollovers, and collect documents with built-in e-signatures, all without paper.
Distribute with Confidence
Pay dividends, automate tax reporting, and manage permissions for your team from a single dashboard.
What You Get
The result? Shorter deal lifecycle, fewer errors, more account options, and a smoother investor experience.
- Account creation and rollovers for qualified funds
- Diverse account options: IRA, 401(k), HSA, SEP, Cash
- Easy deal creation with repeatable templates
- Real-time visibility into client funding status
- Easy investor distributions
- Centralized document collection and e-signatures
Built for Your Workflow
Whether you're managing clients or running a capital raise, the Business Portal adapts to the way you work.
Plug Into the Tools You Already Use
Streamline operations with Morningstar ByAllAccounts integration, sending asset and account data directly to your reporting or TAMP platform. Remove friction from deal onboarding with auto-populated DocuSign packets.
- Morningstar ByAllAccounts for unified reporting
- DocuSign for secure, compliant workflows
- Syncs private asset data into your existing TAMP or reporting system
Business Portal
Ready to Optimize Your Flow for Private Assets?
