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“The Accelex team has worked closely with us to truly listen to our needs, deliver enhanced workflows and address our key pain points.
We can now streamline, automate and scale our processes, solving the increasingly complicated problem of pulling and analysing documents from multiple sources.”
Gather all your investor portal data in once place.
Leveraging our partnerships with industry leaders like SS&C, Intralinks and FIS Digital Data Exchange, we ensure fast, reliable and comprehensive retrieval of all LP documents.
Save time and reduce errors with automatic classification and tagging
Use our AI to classify your incoming documents into one of over 30 private market-specific categories. Automatically tag incoming documents with relevant funds and investment vehicles from your database.
Stay on top of your document flow around the clock.
Keep track of all activity by setting up daily, weekly or monthly reports. You can get alerts for events such as:
— Call notice received
— New data room available
— Portal credentials updated
Accelex is designed to fit in and connect seamlessly to your existing systems.
Automatically sync documents and metadata via our SFTP or public API. Accelex works with you to integrate with your internal processes, file servers and software.
Grow your operations with Accelex: Regardless of whether you have ten documents or ten thousand, Accelex will scale with your needs.
While enforcing solid data governance, the platform minimizes the risk of human error with a reliable, fully auditable process.
Accelex is bringing automation via an optimized data extraction workflow, underpinned with a comprehensive data audit trail.
Ready to find out more?
Get in touch now for a free demo of the platform
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