Leading fund administrator introduces new proprietary, next-generation investor portal

PEF Services, a leading fund administrator for Alternative Investment Managers, today announced the availability of ViewPoint™, an innovative and proprietary, next-generation investor portal designed specifically for Private Capital investors.  PEF Services developed this portal in response to our clients and their investors who indicate that one of the greatest challenges for the Private Capital industry – and one of the greatest opportunities – centers on transparency.

ViewPoint delivers the interactive, data-driven experience sophisticated investors expect, including:

  • Advanced Data Visualization
  • Detailed Self-Service Performance Reporting
  • Real-time Access to Underlying Data
  • Workflow-driven, Secure Document Delivery

Read More: 4Stop Solves Global Business Underwriting With an Automated Data-Driven KYB Solution

The alternative asset class has matured and so have investor expectations. While an added layer of oversight is one of the most compelling reasons for Limited Partners to seek out funds that are administered by a third party, the enhanced technology that a reputable fund administrator brings to the table has become equally important. Self-service CFO reporting portals for General Partners and investor portals that combine detailed fund performance data along with document delivery for their Limited Partners, provide the access to the actionable information they require.

“The growing number of investors who are no longer satisfied with investor portals that are limited to document storage and delivery represent a significant underserved group of professionals,” said Anne Anquillare, CFA, Chief Executive Officer and President, PEF Services LLC. “We developed ViewPoint for our clients and their investors that are looking for a purpose-built portal that delivers greater visibility and real-time access to underlying investment performance data sourced directly from the books and records of the fund.”

Read Also: Lufax Uses New Data Types and Advanced Fintech to Optimize Wealth Management

With ViewPoint, investors can drill down into data specific to their individual commitments, contributions, distributions, capital accounts, and fund performance. Additionally, they can access interactive dashboards to see fund details, including vintage year, fund strategy, total commitment, unfunded commitment, and a complete range of performance metrics, including DPI, RVPI, TVPI, and IRR and investment exposure charts by industry and region. Moreover, investors can export information to Excel for further analysis and reporting.

“ViewPoint enables General Partners to differentiate their service and demonstrate the highest levels of transparency and professionalism to their Limited Partners,” commented Hank Boggio, Senior Managing Director and Chief Revenue Officer, PEF Services LLC. “ViewPoint validates PEF’s business strategy and vision by delivering the digital experience investors demand, while freeing fund managers to focus on value creation.”

Read More: Just How Expensive are Data Breaches

LEAVE A REPLY

Please enter your comment!
Please enter your name here

This site uses Akismet to reduce spam. Learn how your comment data is processed.