Still using tired, old reporting and operation workflows for your investment funds?

TFA transforms your fund with state-of-the-art automation - simple, fast, and scalable. Manage limited partner and shareholder reporting with a secure, branded experience. Get started with our investor portal built for simplicity in managing your fund. We've done it based on our 20-years of experience in the fund administration business.

TFA maintains and takes responsibility for the data, reports, and notifications. For Limited Partners & Shareholders TFAs secure reporting portal is role-based views. The portal offers a fund activity dashboard, capital Activity Report, capital calls & distributions, individual and Fund level statements, fund and individual metrics, document repository, automated notifications, and communication with TFA and fund manager.

Features for managers require no maintenance, full reporting, exports, automated notifications of document uploads, individual investor emulation, investor view tracking, audit trail, and one-button rollbacks.