Trace8

Trace8 provides a comprehensive platform designed to automate and streamline the investment processes for Registered Investment Advisors (RIAs) and multi-family offices handling private capital. The platform is engineered to serve as a ‘single pane of glass’ that encompasses all aspects of private capital operations, including due diligence, client allocation and approval, subscription document completion, and compliance reporting. Trace8 aims to reduce operational risks and costs while enhancing growth through automation. The platform is specifically tailored for sophisticated Ultra-High Net Worth (UHNW) clients and includes features like automated task handling, streamlined client interactions, and adherence to compliance best practices. Key functionalities include a robust due diligence module, automated subscription document processing with DocuSign integration, and a pacing model for accurate cash projections. Additionally, Trace8 offers computer-aided allocations to aid in decision-making, a client mobile app for a personalized user experience, and seamless integration with other systems to provide a unified solution for private capital teams.