Carta Fund Management Features

Creates customizable reports utilizing market performance data

Conducts detailed financial market performance analysis

Contains a client portal for clients to access their

Carries out investment accounting

Maintains a real time view of assets and positions

Contains a real time view of investment compliance operations

Creates customizable reports utilizing market performance data

Aggregates financial market data from third party sources or integrates with solutions that do

Integrates with accounting solutions

Provides real time risk management assessment tools

Provides a cloud based version of the platform

Provides an on-premise version of the platform

Contains multi-currency accounting capabilities

Contains global asset accounting capabilities

Provides an integrated general accounting ledger

Automates some or all operation related tasks

Has a centralized dashboard for users to interact with

Provides useful pre-defined data connections to important external systems and applications.

Provides pre-built or customizable performance reports

Organizes, tracks, and reports on the portfolio of investments.

Provides analytics tools that reveal important portfolio metrics and track progress.

Produces reports on deal flows and current assets.

Provides tools to track and analyze companies' equity capitalization.

Manages deals throughout the entire deal lifecycle, from sourcing to completion.

Contains a dashboard designed to track and manage limited partners' workflow.

Provides fund administration functionality.

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives