Ekava Nexus for

Wealth Managers & Private Banks

Keep alternatives reporting complete across every client, household, account, and custodian.

Documents arrive across many client portals, managers, accounts, and reporting periods. Operations must determine what is current before advisors can answer client questions.

Request a demo
WHAT ENTERS EKAVA

Source information

  • Client and GP portals
  • Capital notices and statements
  • Household, account, and position mappings
  • Custodian and portfolio-system records
WHAT EKAVA CONTROLS

Document-to-data workflow

  • Authorized collection and receipt tracking
  • Document classification and version control
  • Alternative-investment data normalization
  • Exception routing and human reconciliation
  • Approval, lineage, and controlled release
WHAT YOUR FIRM RECEIVES

Operating outcomes

  • Current funded and unfunded exposure
  • Client-level capital activity and valuations
  • Missing-document and exception work queues
  • Approved data delivered to the reporting stack

Teams supported

One governed record across the operating model.

Alternative-investment operationsAdvisors and relationship teamsPerformance and reportingCompliance and client service

Explore another part of the alternatives ecosystem.

Family Offices →Institutional Asset Owners →Allocators, OCIOs & Consultants →