Trace8
Trace8 offers an automated solution for private capital investment management, targeting RIAs and multi-family offices with a focus on UHNW clients.
Services
Trace8 provides an end-to-end solution for automating private capital investment processes for Registered Investment Advisors (RIAs) and multi-family offices. The platform offers features such as due diligence, automatic client allocation and approval, subscription document completion, and compliance reporting, making it comprehensive and user-friendly.
Platform Features
Trace8's platform, described as a 'single pane of glass' for private capital operations, includes automated laborious tasks, streamlined client touchpoints, and a focus on compliance best practices. Key features include a robust due diligence module, subscription document automation with DocuSign integration, a pacing model for cash projections, and computer-aided allocations to streamline decision-making and compliance reporting.
Target Clients
Trace8 specifically targets sophisticated Ultra-High Net Worth (UHNW) clients. The platform is designed to meet their unique needs, providing advanced features and automations to minimize operational risks and costs while driving growth.
Automation and Integration
The Trace8 platform aims to minimize operational risks and costs through automation. It offers automated laborious tasks such as due diligence and subscription document completion. Additionally, the platform integrates with external systems for a unified private capital team experience and provides a client mobile app for a personalized interaction.