Our technology

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Engineered to automatically calculate and post thousands of journals each month for quicker NAV calculations, enabling our team to focus on value-added tasks such as reviewing and validating your numbers.

Managing tens of thousands of inputs across thousands of funds presents significant logistical challenges. Conductor is a proprietary, algorithm-driven technology that automates the allocation and prioritization of tasks using real-time data, enhancing efficiency and helping us control costs.

Leveraging hundreds of APIs, Legato automatically reconciles your trades with those recorded by the prime broker and prices using third-party vendors, directly integrating into our system. Legato can reconcile thousands of portfolios instantly with the push of a button.

Client Portal is your gateway to Kestrel, providing real-time transparency into the core of our operations platform. It offers a single interface for all client interactions with either Opus Fund Services or Tiercel Partners, eliminating the need for emails and phone calls.

Investor Portal streamlines the onboarding, investment, and reporting process for investors. It serves as a centralized repository, keeping all necessary information in one place and providing access to Digital Subscriptions.

Our latest exciting development, Digital Subscriptions, is fully integrated within the Investor Portal. Smart routing simplifies the process by displaying only relevant questions. What was once a time-consuming manual onboarding process is now completed in minutes, not hours.