Whatever their objectives, families need a reliable platform to help them navigate the increased complexities of wealth, swiftly adjust to changes in global markets, timely seize new opportunities, and manage a wide range of products.
Linnovate Partners adopts different strategies to enable family offices to conveniently manage, grow and safeguard their assets, from wealth generation to consolidation and succession. Our single-source solution does away with the challenges posed by engaging multiple service providers.
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- • Accurate Financial Statements: Timely and precise financial statements.
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- • NAV Calculations: Detailed Net Asset Value calculations.
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- • Transaction Processing: Efficient management of investment transactions, capital calls, and distributions.
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- • Expense Management: Tracking and allocation of expenses to ensure compliance.
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- • Capital Call Management: Streamlined processes for issuing capital calls.
- • Distribution Management: Efficient handling of distributions with transparent reporting.
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- • Portfolio Valuations: Regular valuations for accurate performance assessment.
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- • Performance Reports: Tailored reports providing clear investment insights.
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- • Investment Monitoring: Continuous monitoring to identify opportunities and mitigate risks.
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- • Regulatory Filings: Timely and accurate submissions.
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- • AML/KYC Procedures: Robust Anti-Money Laundering and Know Your Customer procedures.
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- • Compliance Monitoring: Ongoing updates to stay ahead of regulatory changes.
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- • Investor Communications: Regular updates and detailed performance reports.
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- • Capital Account Maintenance: Accurate maintenance of capital accounts for transparency.
Streamline Fund Operations with RAISE
Automation of Routine Tasks: RAISE automates routine administrative tasks, reducing manual errors and freeing up your team to focus on strategic activities.
Real-Time Data Access: Gain real-time access to fund data, allowing for timely decision-making and enhanced transparency.
Customizable Reporting: Generate customizable reports tailored to your specific needs, providing you with the insights necessary to drive your fund’s performance.
Secure Data Management: RAISE ensures the highest standards of data security, protecting sensitive information and maintaining compliance with regulatory requirements.
Scalability: Our platform is designed to scale with your fund, accommodating growth and evolving needs without compromising on efficiency or accuracy.
Explore Our Expertise
Linnovate Partners offers a wide range of premium services, each of which leverages our proprietary automation technology to streamline processes and reporting while ensuring regulatory compliance.
Meet Our Team
Our team of high-caliber professionals possesses a diverse range of talents, with solid experience in various areas of alternative asset servicing, including fund administration, financial technology, and corporate services.
Charles Yu
Chief Consulting Officer
Milly Hung
Associate Director
