Front-Office Portfolio Workflow
Unlock portfolio insights with an integrated workflow experience
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How Gateway supports key roles
If you’re a Portfolio Manager:
How do you combine insights from across multiple data sources and data types, and secure accurate, accessible investor statement data to understand performance and risk exposure in real-time across your entire portfolio? How can you accurately represent those findings to various stakeholders?
The Gateway solution:
Gateway extracts, normalizes, and reconciles data from multiple types of unstructured source documents including portfolio company financials, fund prospectus, subscription documents, capital account statements, capital calls, distribution notices, and shareholder meeting notices. That data is normalized and readied for import to your downstream reporting system.