Transforming Investment Operations and Fund Administration
A Powerful Tool In Data Management and Operational Efficiency
Designed to disrupt traditional investment operations, BluePrint empowers managers by unifying fragmented data into one streamlined, user-friendly interface that allows firms to customize any data set.
BluePrint is a game-changer for front, middle- and back-office teams, offering unprecedented flexibility in data reporting, analytics, and workflow management — all while improving the end investor experience in a single, unified platform.
Unlike outdated systems that force managers to juggle multiple platforms, BluePrint delivers a fully integrated solution. By consolidating disparate data sources, it cuts operational friction, accelerates decision-making, and positions investment firms ahead of the curve.
BluePrint Differentiators
- User interface – flexible and intuitive: Provides easy access to data, enabling users to analyze, configure data, visualize and create report packages without needing development resources.
- End-investor experience – secure and streamlined: A secure portal digitizes the subscription document process, simplifying both fundraising and ongoing investor activities to streamline a historically frustrating and time-consuming activity
- Actionable insights – strategic and proactive: Firms can leverage BluePrint data to identify trends, access performance, explore growth opportunities, enhance the customer experience, optimize operations, and inform strategic planning.
- Connected experience – Comprehensive and collaborative: Unifying and aggregating data into a single, centralized system creates enhanced visibility and alignment between all teams and drives innovation.
Sophisticated Simplicity
Blueprint is disrupting traditional systems by cutting operational friction and giving firms the tools to dominate in an increasingly competitive environment.
Features include:
- Dynamic Reporting & Analytics
- Interactive Dashboards
- Report Packaging & Scheduling
- Digital Investor Experience
- Document Management
- Branding
