At ROYC, we don't just want to meet industry standards - we want to define them.

We continuously research and identify key challenges within the wealth management industry and its ecosystem, prioritizing the evolving needs and preferences of our clients. Our private markets technology solutions are specifically designed to address these industry pain points, providing tangible benefits such as improved efficiency, enhanced decision-making, cost savings, and better financial outcomes for our clients and partners.

Recent platform enhancements allow you to:

• Efficiently monitor onboarding, track your investment pipeline, and analyze investor interactions, all from one central dashboard.
• Gain valuable insights with the help of interactive graphs, enabling data-driven decisions.
• Quickly update client details or access the Investor portal on their behalf, ensuring seamless management and efficient operations

Admin Portal

New Landing Page

Offers a comprehensive overview of your private markets investment performance, investor onboarding funnel, and current investment statuses. It provides quick access to key opportunity metrics and downloadable PDF teasers, all in one place.

This new landing page is designed to provide a streamlined and user-friendly experience, ensuring you have all the essential information at your fingertips for efficient decision-making and investment management.

Share Class Administration and Management

• Efficiently manage fees and share classes foreach investment opportunity available.
• Easily monitor all share class details, streamline fee management, and ensure accurate tracking across your entire portfolio.

This powerful tool is designed to simplify share class administration, providing you with greater clarity and control over your investors.

Opportunity Analytics Module

• Manage and track opportunities' performance and engagement effectively.
• Get a comprehensive overview of investments and investors interacting with opportunities.
• Easily monitor interest levels and view aggregated performance metrics

Investor Portal

External Assets Upgrade

Upload all your external assets to the investor portal for a comprehensive view of your investment portfolio. Keep your portfolio current by regularly updating and reporting all assets, ensuring you have the latest insights. Easily monitor the performance of your investments, make informed decisions with real time data, and benefit from the highest level of security for your financial information.

Transactions and Capital Call Status

This enhancement offers real-time updates on all your transactions and capital call activities, providing a clear and detailed overview of your investment movements. Effortlessly track and manage your capital commitments, view transaction histories, and stay informed about the status of capital calls. With this feature, you can ensure precise financial planning and improved investment management, all while maintaining the highest levels of security and transparency.

Portfolio Related News

Receive real-time, AI-curated updates on the latest trends, breakthroughs, and insights, all tailored specifically to your investment portfolio.

What’s next?

You can look forward to some of our upcoming features, such as:

• Investor profiles in admin portal
• Roles & Groups in admin portal
• Custom notifications