Work Together. Stay in Sync.
Keep everyone internally and externally aligned with the same context, record, and actions.
Unify data, workflows, and tasks in one Canvas
Interactive Canvas
Assemble tables, dashboards, workflows, and tasks into a single operational view.
Contextual Data Views
Work directly on live records (positions, transactions, breaks, NAV details) instead of exported files.
Linked Workflows
See process status, logs, and alerts directly inside the Canvas.
Embedded Tasks
Create, assign, and resolve issues without leaving the data view.
Investigation Widgets
Attach investigation reports and notes to the exact records concerned.
Shared Dashboards
Everyone (internally, externally) sees the same filters, same views, same numbers in real time.
Connect Tasks to Data and Workflows
Create tasks directly from a position, break, NAV check, or document extraction.
Discuss issues in context with full history attached to the data.
Route operational work by role, team, or process type.
Track open, escalated, and closed items from a central inbox.
Automatically create tasks when validations, reconciliations, or enrichments fail.
Notify users or Teams channels when data has been processed or requires action.
Controlled Collaboration Internally and Externally
Workspaces
Separate operational environments by client, fund range, or function.
Teams and Roles
Define role-based access to data objects, dashboards, and workflows.
External Invitees
Securely involve auditors, administrators, or delegates in the same workspace.
Access Controls
Permissions apply consistently across data, Canvas, tasks, and AI-assisted features.
Audit Logs and Version History
Track who changed what, when, on every record and task.
Real-Time Synchronization
Everyone works on the same up-to-date data, eliminating versioned files and email chains.
Quick Start with Templates and Adapt to Your Own
Template Library
Use prebuilt templates for NAV Oversight, Reconciliation, Fee Review, Referential Management, and more.
Collaboration in Action
External delegate collaboration Grant secure access to unified dashboards for report sharing and issue resolution with granular, permission-based visibility.
Internal team alignment Centralize workflows within a single source of truth to eliminate file sprawl and ensure real-time data propagation across the team.
Reporting Maintain current, synchronized data sets to instantly generate accurate monthly exposures and board-ready reports.