Investor Reporting

TFA has developed its proprietary portal for investor reporting (SIMS Investor Reporting). It is specifically geared towards the needs of hedge funds and private equity and real estate fund investors.

The portal is the latest state-of-the-art online reporting tool and provides access to users in a safe and secure environment.

The portal is the latest state-of-the-art online reporting tool and provides access to users in a safe and secure environment. Investors can read all of their statements and communication from the fund manager in one view even if they are invested in multiple funds. Managers and wealth managers can keep track of all of their clients’ statements and subscription documentation through once access only. The system is flexible enough to allow specific users to only see specific documents. Marketers will get access to their clients only.

The reporting platform takes away tedious research on the manager’s side to look for the historic trail of calls and distributions or investor statements for each investor. All of it is readily available on the platform. In addition, the system allows for badge printing of documents, saving service providers and clients valuable time to devote to their core business activities.

The system’s navigation is easy and caters to investors who just need to see a report quickly and without a help desk.