Broadscope Technology

 We utilize operational workflows that were developed from our decades of experience and are integrated as business processes within the system. Because these processes are embedded into the system, the workflows significantly reduce the risk of error and increase operational efficiencies.

We use the Allvue system, a fully integrated technology solution for private equity fund administration. Since our inception, we have worked with the Allvue team to customize and personalize our version of the system. The system provides fund accounting, investor data management and fulfillment, business workflow automations and investor communications via secure web portals. Client data is hosted securely in the cloud through Microsoft Azure. We use the full functionality of this comprehensive technology platform for all clients.

Accounting
  • Automated business processes.
  • Full multicurrency capabilities.

  • Incorporates income and distribution allocations.

  • Performance reporting at both the fund level and partner level.

CRM
  • Customized database incorporating complete records for all fund investment entities, portfolio investment companies, investors and related investor fiduciaries.
  • Detailed views of relationships among entities and individuals.

  • Fully integrated with the accounting module to efficiently support investor fulfillment and communications on an individual investor and investor contact basis.

Secure Web Portals

Our service offering includes two Web portals for secure access to data 24×7: The Client Extranet — for our client teams, our clients and their advisors, i.e., auditors, tax preparers, attorneys, etc., and The Investor Portal — for fund investors and their agents.

 

  • Dynamic reporting with user defined date ranges.

  • Graphic and tabular views of performance dashboards.

  • Real-time updates.

  • User defined content and format of data views and extracts.

  • Reports that are easily downloadable in MS Word, MS Excel and PDF formats.

  • Secure data and document storage.

  • Streamlined communications.

  • Managed security configurations for each authorized user.

Broadscope Offices

95 N State Route 17, Suite 304 Paramus, NJ 07652  (MAP)

160 Federal Street, Suite 1302 Boston, MA 02110  (MAP)

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