Apex Connect is a secure, real-time, 24/7 web portal providing hedge fund managers, investors, and certified third-parties easy access to their fund and investment data online. The portal communicates directly with the PFS-PAXUS database to offer a dynamic dashboard, fund data, portfolio analysis, documents, graphs, and much more. 

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Users experience improved efficiencies with its next-generation technologies, incorporating feature-rich functionality, and advanced reporting capability. 

Key features: 

  • Fund managers have real-time access to a wide range of reports, such as portfolio reports, valuation reports, and financial reports 
  • Tailored dynamic dashboards that provide a visual display of key performance indicators, including top 10 positions, performance graph, historical tables of investor activity, and current assets under management 
  • The ability to approve net asset value calculations and capital transactions online 
  • A single point of access to consolidated reporting across multiple fund investments 
  • View all investor accounts, investor holdings, investor transactions market values, and all historical transactions 
  • Existing investors or their advisors have the ability to place capital transaction orders online directly via Connect, providing investors with a self-service fund order platform 
  • Investors can securely upload anti-money laundering or Know Your Client documents which will trigger an automatic email notification to the investment manager, the investor, and transfer agent 

Key benefits: 

  • 24/7 highly secure access to fund data, with built-in multifactor authentication 
  • Dynamic report selection with user-defined date or transaction criteria for fund transactions and investment performance reports 
  • Secure document repository with the ability for the administrator, managers, or investors to securely upload and share all documents 
  • Simplified onboarding experience for investors with a convenient online subscriptions and redemptions platform 
  • Ability to have a branded portal solution 

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