Next-gen Cloud Software for Financial Institutions, Alternative Investors, Asset managers & servicers
The operating system for investments and private capital workflows
Built for businesses in the following industries
Real Estate
Centralize and automate the finances of your real estate portfolio and share information with your operator or asset servicer.
Energy
Centralize and automate the finances of your energy assets globally.
Infraestructure
Centralize and automate the finances of your infrastructure assets.
Asset Management
Centralize and automate the finances and operations of your funds in collaboration with the fund administrator.
Automate the financial and treasury processes of fund of funds. Automate capital call data management and payment workflows.
Private Equity / Venture Capital / Private Debt
Centralize and automate the management of your funds and investment vehicles. Monitor the financial situation of your portfolio companies.
And for their fund admins, external accounting firms, or any other third party
External Accounting Firms
Automate the financial and treasury management of your clients. Collaborate and work on the same information from a single, collaborative platform.
Fund Administrators
Manage clients' vehicles and funds through a collaborative platform shared between both parties, enhancing the customer experience.
Custodian Banks
Provide your clients with an innovative digital platform that automates both their financial processes and those of your custodian bank. Avoid creating bottlenecks in your clients' operations.
Asset Servicers
Manage your clients' assets efficiently with automated processes for both you and your clients.
While it integrates with the accounting system of the company or its third party administrator
Providing multiple advantages to manage investments and assets
One Platform. All the stakeholders
One collaborative platform.A single source of information. Financial institutions, asset managers, custodians, fund administrators, or external accounting firms can now share a platform that automates their processes and provides all parties with visibility over the same information.
Multi Fund & Multi Asset
A cutting-edge and pioneering technology that allows you to manage all your funds, vehicles, companies, or assets from a single place, and in a very simple way.
Multi Client
A platform that allows external accounting firms, custodian banks, and fund administrators to manage all their clients from a single place with a single credential. A platform that automates the finances and operations of all parties.
Customizable Roles, Permissions & Visibility
Customize the roles of the different parties and users, ensuring the necessary control and visibility to guarantee data confidentiality and manage access and privacy.
Approval Workflows
Financial institutions are generally complex and have multiple levels of command and control, as well as many parties involved in financial processes. It automates approval workflows with third parties such as management firms, fund administrators, and custodian banks.
Automated Finance & Operations
A platform that automates all financial processes of complex financial institutions. It automates treasury management processes, accounts payable management, billing management, and payment processes.
Set up your account in minutes, not months
Scale smoothly your complex operations with Snab AMS.
