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PORTFOLIO & RISKINVESTOR ACCTG

SIMPLIFY takes the work out of tracking the underlying holdings of partnership and series investments.  As a secure, web-based solution, SIMPLIFY puts the work in our team's hands and creates an economy of operation that assures you this tough chore is accomplished effectively and efficiently.  Any currency, any structure, any strategy with SIMPLIFY.

SIMPLIFY solves the problem of consolidated document archival of fund documents. With it, you and your team have access to all of your investment presentations, reports, offering documents and notices via secure connection over the internet.

SIMPLIFY provides your team with a secure, online collaborative environment for Fund Screening, 3rd Party Data Aggregation, Pricing, Multi-Currency Accounting, Liquidity Analysis, Risk and PnL Report Creation, Sharing and Communications.

SIMPLIFY enables secure and collaborative due diligence and deal flow management for investment teams. From initial quantitative screening, through the entire Due Diligence process, from the first subscription to the last redemption. SIMPLIFY makes short work of what is the most crucial part of your job.

Eliminate Liability, Enhance Client Service, Add Value to the Administrative and Investment Process with SIMPLIFY


On-Demand Service Delivery

Simplify has set the standard for on-demand service delivery. Nothing is more important than protecting each customer’s data from both physical loss and unauthorized use, guaranteeing that data is available around the clock and without delay, and ensuring that service delivery remains reliable as our customers’ companies—and our subscriber and transaction numbers—grow.

Mobility —Deploy Once, Access Anywhere

The Simplify Platform instantly mobilizes your applications so that all your mobile professionals are always connected to their critical information, from anywhere in the world.

Scalability

Simplify clients enjoy significant economies of scale because we operate our solutions for multiple clients, affording them the ability to utilized previously unattainable enterprise systems, that they will never outgrow.

An Application for Everyone

The Simplify Platform was designed to meet the administration challenges of the modern investment management enterprise. But its ease-of-use makes it simple for even the smallest organizations and non-technical users to easily administer the applications.

Integration

Simplify integrates our suppliers best-in–class applications centrally with market data, administration and other industry  service providers.  Simplify is 100% Neutral to Database, Administrators, Banks and Custodians.

Simplified Pricing

  • Simple per user fixed base monthly pricing
  • No Basis Points, No Per Fund Fees
  • No Hidden Position or Transaction Fees
  • No Extra Module cost or  connection  fees
  • One price including access, maintenance & support
  • Month to Month Subscription— No Long Term Lockup


TO LEARN MORE ABOUT SIMPLIFY FOR FUND OF FUNDS - CLICK HERE

TO LEARN MORE ABOUT SIMPLIFY FOR SHAREHOLDER ACCOUNTING - CLICK HERE

 
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