Advanced task management, for fund managers
Collaborate across teams, streamline workflows and improve visibility.
For emerging managers & established leaders
Effortlessly manage your investors and funds, whether you have $10M or $100B in AUM.
Smarter funds management
Auto task creation
Automatically create tasks based on investor actions, triage efficiently with automated workflows and comms.
Auto task assignment
Automatically assign tasks to individuals or teams based on predefined criteria, streamlining workload distribution.
Task management
Manage tasks with rich features like document attachments, notes, and prioritisation.
Related tasks and approvals
Add related or sub-tasks to efficiently manage approval processes and ensure task completion.
Outlook integration
Create tasks directly from an email using our Outlook add-on, helping you triage your inbox and better response to investors.
Task reporting
Advanced reporting capabilities provide transparency and accountability across teams