Independent RIAs, multi-family offices, and small funds-of-funds that place client capital into private funds — where operations teams of two to ten carry a ten-person document workload.
TradeSync earns its keep where documents meet an in-house system and a policy that says a human must check the numbers. If that’s your team, the first proved document usually settles it.
Get early access“After we build out the initial entry, someone has to go in and prove it — and the proving takes longer.”— Investment operations analyst, design-partner firm
No — we feed it. Your system stays the system of record for your workflow; TradeSync removes the manual keying and re-checking in front of it, and pushes proved data in via Push Hub.
Your team. Verification stays in-house by design — that’s the point. Security and data-separation details are part of every design-partner conversation; ask us anything.
Early design partners get founder pricing that maps to analyst-hours saved, not enterprise budgets. Request access and we’ll walk through it.
Parsing tools are live today; the Proving Workbench is in build with design partners now. Early-access firms shape the order of everything after that.