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About Us

We provide modern software to professional services firms, family offices, investment firms, and holding companies to make their tasks of complex investment accounting simpler.  We were founded by accountants, invested in by professional services firms, and remain passionate about our roots.

Who We Serve

  • Professional Services Firms
  • Family Office
  • Holding Companies & Investment Firms

Product

  • Features
  • Reporting
  • Recording Transactions
  • Security

Resources

  • About Us
  • Blog
  • Newsroom
  • Careers
  • FAQs
  • Support
  • Write-Up Legacy

Legal

  • Privacy Policy
  • Terms and Conditions
  • Software as a Service Agreement
  • Data Processing Addendum
  • Sub-Processors

Privacy Policy   |   Terms and Conditions   |   Software as a Service Agreement   |   Data Processing Addendum   |   Sub-Processors   |  

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