Investor Services

ALPS provides a comprehensive investor services offering for funds and investors located throughout the world. Our services include maintaining investor registers, fee and waterfall distribution terms, processing capital transactions, checking investor eligibility, and performing KYC and AML checks. We also monitor ERISA and Blue Sky status, and provide FATCA and CRS maintenance and reporting.

Private Equity Services - Investor Services
Click on the image to view the Private Equity Services Workflow Model

Our web portal provides investors with access to their account statements, marketing information, K-1s, and other information that investment advisors want to share with their investors. It also provides investment advisors with access to the NAV, portfolio reporting and detailed supporting information.

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