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.

Loding...

Smarter funds management