Apex Fund Services has launched an online reporting solution for both investors and investment managers to provide greater portfolio transparency and performance attribution analysis.
Apex Funds 247 enables investors to quickly and easily access investment manager information via an online dashboard. The tool can generate over 80 regular reports and user generated dynamic reports.
Key to the solutions is that it enables greater collaboration between fund managers and investors, said Apex in a press release. To protect sensitive data separate reporting logins exist between the two parties.
Corporate governance and quality control processes are built in and the service can track all key fund information, exposure levels, store board minutes or make changes to corporate information.
(JDC)