Software services that are widely used in the alternative investment industry do not have a unified database architecture. While these database services are adequate to provide isuance services, fundementally they lack to functinality to meet the needs of investors. For instance, it is impossible for an investor to generate a single account statements which show all holdings accross issuers. They neither have online access to track linked investments under different regisration types such as joint ownership.
Creosafe provides a unified database architecture that enables tracking overall investments of an investor across companies as well as linked investments under different registration types whether under the registration name of single investor, trust or under joint ownership.
It provides a single sign on functinality for households and alike.
Issuers, financial advisors and investors have 24/7 online access to advanced reporting and interactive dashboard to track the current status of their investments.