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Success hinges on having a clear path forward. For those launching and managing private funds, operational headwinds can make it difficult to navigate. 


We deliver technology and operations solutions to chart a clear path forward.
  • Portfolio and fund accounting
  • Investor onboarding and servicing 
  • Data warehousing 
  • Treasury services and cash administration
  • Loan reporting

Funds we service
  • Private Equity
  • Private Credit
  • Real Estate 
  • Infrastructure
  • Hedge Funds
  • Funds of Hedge Funds

By the numbers

$1.4T

AUM/AUA

5,000

employees globally

48

of the top 100 global investment managers are clients

*As of approximately Dec. 31, 2023

Ready to transform your business?

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Insights

IMS-managing-CITs-ropes

Managing CITs in a world of relationship pricing

With the rise in collective investment trusts (CITs), requests for discounted pricing have grown in lockstep.

Five tiny, healthy evergreen twigs growing in row of glass vases

Evergreen funds

The next frontier in private markets?

Blue and aqua kinetic balls swinging against a bright orange background, suggesting momentum

Can private credit maintain momentum?

Private lenders played a central role in fueling growth and innovation in recent years. Can they successfully navigate a more challenging market environment?