PEFOnline Reporting Portal

PEFOnline (PEFO) is a proprietary client self-service reporting portal that streamlines and organizes information for quarterly and annual reports, as well as for information related to portfolio companies, investment transactions and securities for internal analysis and external reviews, reports, and audits. This robust tool offers easy navigation along with online dashboards and customizable reports designed for fund managers, auditors, tax preparers, and investors.

Fund Administration Technology White Paper

The fund administration function has been slower to take advantage of the benefits of technology than other areas, but it has caught up quickly in the last few years. Spurred on by the realities of narrower margins, higher investor expectations, and more complex reporting requirements, General Partners (GPs) are increasingly turning to technology to help the back office keep pace.

White Paper: Fund Administration Technology

Benefits of Outsourcing Private Capital Fund Administration

In the past decade, the private capital industry has changed—and grown—dramatically.

As the pace of change accelerates, a growing number of investment firms of every size and type are rethinking their back-office strategy…and turning to outsourced fund administration.

Featured Case Studies