Equitrak is a full-featured management and investor reporting system.
Supports efficient, consolidated investor reporting across partnerships.
Tracks each investor’s total commitment to the partnership, as well as specific closings in which they participate, in addition to tracking all cash flows.
Tracks type of capital cash flows such as investment capital, contributed fees and contributed expenses.
Tracks distribution cash flows, such as return of capital, recallable capital and realized gain.
Tracks all contacts that should receive any type of correspondence from the partnership.
Performs mail merges and bulk document processing associated with any partnership correspondence.