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 throughout 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.
Build single or multiple unit classes and tranches for each deal.
Calculate returns based on fully raised capital or based on each draw.
Options for cash based investments or capital calls with call notices.
Customise the return calculations for every individual investor.
Flexible interest return calculations.
Use Benchmark interest calculations for your investors.
Generate and manage unit certificates.
Manage investor’s investment vehicles.
Visually see and manage all your investors units and returns.
View transaction history.
Manage Unit registries.
View and generate Distributions, Tax Withholding and Payments.
Generate investment statements.
Generate Annual Tax Statements.