Investor Platform

Ovis Technologies' Investor Platform gives alternative investment firms and their managers a distinct edge over their competition, now and as their businesses
continue grows.

Ovis Technologies enables alternative asset managers to produce accurate and timely information on an investor level, fund level and a firm level. It ensures fast, effective and compliant access to information such as performance attribution, portfolio liquidity, fund performance, investor net and gross returns, tax data, audit information and fund exposure.


Originally developed at Bank of America Securities Prime Brokerage, this sophisticated IR Engine has the power and flexibility to meet the individual requirements from clients across the spectrum of the financial services and alternative investment spaces, including wealth managers, RIAs and asset managers.