Secure web-based reporting system for your LPs.
Secure web access to K-1 statements, annual reports and fund news.
Customize the software to differentiate your firm.
Customization

The LP Dashboard team has developed customized tools for financial firms throughout the world. The Dashboard was built as a framework from which any customized application for the Limited Partner reporting environment can be created. Our development process addresses each client’s unique needs to design and develop solutions fully suited for your firm.

Customization options include:

   • Application integration with CRM and accounting systems

   • Custom, web-based accounting tools and investor relation applications

   • Email / outlook tools

   • Website design and hosting

Schedule
Demo & Quote
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Reduce Administrative Costs

Eliminate distribution turn-around

Spend more time managing your funds, less time on account administration

Simplify administration

Create a competitive advantage