Whatever their objectives, families need a reliable platform to help them navigate the increased complexities of wealth, swiftly adjust to changes in global markets, timely seize new opportunities, and manage a wide range of products.
Linnovate Partners adopts different strategies to enable family offices to conveniently manage, grow and safeguard their assets, from wealth generation to consolidation and succession. Our single-source solution does away with the challenges posed by engaging multiple service providers.
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- • Accurate Financial Statements: Timely and precise financial statements.
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- • NAV Calculations: Detailed Net Asset Value calculations.
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- • Transaction Processing: Efficient management of investment transactions, capital calls, and distributions.
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- • Expense Management: Tracking and allocation of expenses to ensure compliance.
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- • Capital Call Management: Streamlined processes for issuing capital calls.
- • Distribution Management: Efficient handling of distributions with transparent reporting.
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- • Portfolio Valuations: Regular valuations for accurate performance assessment.
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- • Performance Reports: Tailored reports providing clear investment insights.
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- • Investment Monitoring: Continuous monitoring to identify opportunities and mitigate risks.
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- • Regulatory Filings: Timely and accurate submissions.
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- • AML/KYC Procedures: Robust Anti-Money Laundering and Know Your Customer procedures.
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- • Compliance Monitoring: Ongoing updates to stay ahead of regulatory changes.
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- • Investor Communications: Regular updates and detailed performance reports..
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- • Capital Account Maintenance: Accurate maintenance of capital accounts for transparency.
Streamline Fund Operations with RAISE
Automation of Routine Tasks: RAISE automates routine administrative tasks, reducing manual errors and freeing up your team to focus on strategic activities.
Real-Time Data Access: Gain real-time access to fund data, allowing for timely decision-making and enhanced transparency.
Customizable Reporting: Generate customizable reports tailored to your specific needs, providing you with the insights necessary to drive your fund’s performance.
Secure Data Management: RAISE ensures the highest standards of data security, protecting sensitive information and maintaining compliance with regulatory requirements.
Scalability: Our platform is designed to scale with your fund, accommodating growth and evolving needs without compromising on efficiency or accuracy.
Explore Our Expertise
Linnovate Partners offers a wide range of premium services, each of which leverages our proprietary automation technology to streamline processes and reporting while ensuring regulatory compliance.
Meet Our Team
Our team of high-caliber professionals possesses a diverse range of talents, with solid experience in various areas of alternative asset servicing, including fund administration, financial technology, and corporate services.
Charles Yu
