Solutions
TECHNOLOGY SOLUTIONS
One fully integrated and seamless solution.
All the tools you will need to collaborate with your team and your external stakeholders
All the tools you will need to collaborate with your team and your external stakeholders
Business Development
Strategy & Innovation
Project Management
Digital Marketing
Business Development
Strategy & Innovation
Project Management
Digital Marketing
2 Million
Work Hours
Project Management
Project Management
Project Management
TECHNOLOGY SOLUTIONS
One fully integrated and seamless solution
All the tools you will need to collaborate with your team and your external stakeholders.
CRM
All investor data at your fingertips.
The ADAX Customer Relationship Management (CRM) module is a powerful tool designed to streamline your investor and borrower prospects, enhance customer engagement, and drive revenue growth. With an intuitive interface and robust features, our CRM empowers teams to manage contacts, track opportunities, and close opportunities more efficiently.
Pipeline Management
In a single screen capture your entire deal pipeline and with your own custom stages
Your deal and investment pipelines are organised to match your own internal processes.
Customise each of your pipelines to visually manage all your deals from origination through to capital raising all the way through to discharge.
Manage the status of every prospective deal, open deal and matured deal in one centralised location.
Lending/Deal Management
Manage your entire loan book from origination to discharge in one simple to use system.
The deal management module fully integrates with all ADAX modules so any data you create here is seamlessly available through the entire platform.
Investment Management
Manage your entire investor portfolio from onboarding to investing to calculating returns in one simple to use system.
The investment management module fully integrates with all ADAX modules so any data you create here is seamlessly available through the entire platform.
Visually manage your investor workboard to manage interested investors, commitments and confirmed investors
Improve investor engagement by harnessing your investor data
Engage and communicate with your investors to share new deal opportunities or capital raisings.
Digital Investor Onboarding
Give your business the competitive edge with digital onboarding.
Track applications.
Applications are tailored to all types of investing structures.
Go paperless with your investors with digital onboarding.
Funds Management
Manage your entire fund, administration, registry and reporting in one simple to use system.
The fund management module fully integrates with all ADAX modules so any data you create here is seamlessly available through the entire platform.
Manage all unit issuances, redemptions and transfers in one place.
Create and manage one of multiple funds simultaneously.
View transaction history.
Manage Unit registries.
Manage cash balances.
Document Storage and Management
Keep all your files automatically backed up and available anywhere.
No need to keep your files stored separately for your deals and contacts.
Collaborate seamlessly with your teams and deliver work faster.
Organise files by deal or contact to keep information correctly sorted.
o Securely and safely store all your content.
Back Office
The Back Office module fully integrates with all ADAX modules so any data you create here is seamlessly available through the entire platform.
Allow your back office team to effortlessly manage your day to day processes and reports.
Create approval processes.
Generate ABA files for easy bank transfers.
Monitor compliance requirements.
Easy to view reporting.
Generate and manage regulatory reports like AIIR, FATCA, etc
Manage Bank Reconciliations and transfers.
Manage Benchmarks.
Investor Portal
Our white label Investor Portal allows your investors to easily and effortlessly receive view and manage new and existing investments online.
Integrate your own company logo, branding and templates.
Create and manage investment vehicles.
Allow digital onboarding by going paperless.
Make and manage investments.
View transaction histories like units issued, redemptions, cash withdrawals and distributions.
Advisor Portal
Our white label Advisor Portal allows your advisors to easily and effortlessly receive, view and manage new and existing investments online on behalf of their investors.
Integrate your own company logo, branding and templates.
Create and manage investment vehicles.
Allow digital onboarding by going paperless.
Make and manage investments.
Our Services
Comprehensive Financial Planning and Analysis
01
Financial Planning
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02
Investment Advise
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03
Tax Planning
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04
Corporate Finance
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About Us
Experienced Financial Consulting Team
Technology Solutions
One fully integrated and seamless solution. All the tools you will need to collaborate with your team and your external stakeholders
Administration Solutions
ADAX can undertake the back and middle office functions required for your Fund’s operation and administration on your behalf.
Reporting
Data-driven insights are just a click away, giving you the power to make informed, real-time decisions that accelerate your business growth.
- CRM
- Pipeline Management
- Lending/Deal Management
- Investment Management
- Digital Investor Onboarding
- Funds Management
- Document Storage and Management
- Back Office
- Investor Portal
- Advisor Portal
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