We can now streamline, automate and scale our processes, solving the increasingly complicated problem of pulling and analysing documents from multiple sources.”
Gather all your investor portal data in once place.
Leveraging our partnerships with industry leaders like SS&C, Intralinks and FIS Digital Data Exchange, we ensure fast, reliable and comprehensive retrieval of all LP documents.
Save time and reduce errors with automatic classification and tagging.
Our AI classifies your incoming documents into one of over 30 private market-specific categories. It also tags incoming documents with relevant funds and investment vehicles from your database.
Stay on top of your document flow around the clock.
Keep track of all activity by setting up daily, weekly or monthly reports. You can get alerts for events such as:
— Call notice received
— New data room available
— Portal credentials updated
Want to see Accelex in action?
Get in touch now for a free demo of the platform