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Type of clients | Service focus | Solution features 

brochure PDF 939 KB

Circit

www.circit.io
www.circit.io

Circit streamlines and automates fund confirmations and audit requests for all stakeholders involved in the financial audit of a fund.

Type of clients:

  • Asset & portfolio managers, Banks, Depositaries, Fund administrators & TA, Lawyers

Service focus:

  • Accounting, Compliance, Cash management, Corporate secretary, CRM, Deal flow management, Depositary, ESG, Fund lifecycle, Legal, Loan administration, Marketing & distribution, Portfolio management, Regulatory reporting, Regulatory watch, Risk management, Transfer agency, Treasury, Valuation, Tax, Transaction management

Solution features:

  • Analytics, Connectivity & APIs, Document management, Reporting & dasboarding, Workflow management
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