TASK MANAGEMENT
Collaborate across teams. Drive results
Advanced task management, for fund managers
Collaborate across teams, streamline workflows and improve visibility.
Align your team for success, and reap the rewards
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 prioritization.
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
For fund managers of every size and type
Effortlessly manage your investors and funds, whether you have $10M or $100B in AUM.
Smarter funds management