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Key Features For
Family Offices:

Contact Management/CRM

Investor Communications

Deal Management

Fund Accounting

Portfolio Accounting

General Ledger

Xtranet Web Reporting


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Xtranet Web Reporting

TNR's Xtranet Web Reporting creates a secure Internet location for your family members to view confidential information. Xtranet allows investors to view static documents, such as PDF's, Word and Excel files, and can also act as completely interactive tool that enables investor’s to view real-time information with online query functionality.

The system is 100% configurable by end users, and can automatically post all capital call notices, distributions, general correspondence, etc. to individual online accounts for each investor.

As part of the standard deployment of Xtranet, our implementation specialists will import the style sheets of your existing website to ensure that the Xtranet solution matches the “look and feel” of your existing website and includes all of your company branding.

Copyright © 2006 TheNextRound, Inc. Developed by Dueling Pixels.