Broadscope Conversion

At Broadscope, we have successfully completed many conversions from in-house teams as well as from other fund administrators. We have developed and utilizes an efficient process to become operationally ready for full-service administration quickly. In fact, we typically complete conversions of single fund complexes within 30 days and multiple fund complexes within 60 days.

We do the heavy lifting throughout the conversion process – gathering, uploading and verifying fund data. Throughout the process, we utilize:

  • Detailed checklists at various stages of the process.

  • A secure Web portal for safely gathering important documents and sensitive data.

  • Standardized data upload templates to save time and simplify data entry.

 

Our approach has been successful because we focus our initial efforts on converting the critical data needed to support operational readiness. As a result, we are quickly prepared to issue a capital call or distribution to your investors, wire funds for deal closings, pay vendor invoices and ensure that financial statements and partner capital statements are issued timely.

Once operational, we shift our conversion focus to creating Web-based performance reporting dashboards that make your firm stand out with your investors and among your peers.

Broadscope Offices

95 N State Route 17, Suite 304 Paramus, NJ 07652  (MAP)

160 Federal Street, Suite 1302 Boston, MA 02110  (MAP)

AICPA SOC Logo

Related content

Podcast: New UK Investment Firms Prudential Regime 2022 – Practical Perspectives
On Demand: Re-domestication of Funds in GIFT
Apex Group receives corporate rating from Fitch; S&P and Moody’s affirm ratings

Get in touch with our team

Submit your query