Unitise
Run your funds. Not your systems.
Bring your fund operations together with fund management software built for the way private markets operate.
Book A Demo of Unitise fund management softwareTake the complexity out of running your funds.
Reduce the manual workarounds and disconnected processes that make fund administration harder than it needs to be. Give your team one connected environment to manage the work behind your funds, with greater visibility across your operations.
More of your fund operations in one place.
From managing the capital lifecycle to supporting your investors, Unitise brings the tools your team needs together in one connected platform.
Unitise core features
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Unit Registry
Keep every investment in one place
Keep investor records and transactions connected, from applications and redemptions to distributions, transfers and capital calls.
- Complete records in one place
- Less duplication and conflicting data
- Track positions across multiple funds
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Reporting & Compliance
Keep compliance built into the process
Bring reporting, tax obligations, audit trails and operational controls into the way your funds are managed every day.
- Keep regulatory reporting on track
- Audit trails built into transactions
- See compliance status at a glance
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Investor Portal
Give investors access when they need it
Provide secure, self-service access to investments, transaction histories, documents and statements through a portal that reflects your brand.
- 24/7 self-service accessibility
- Secure document storage and sharing
- Fully customised brand experience
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Onboarding & KYC
Take the admin out of onboarding
Digitise applications, AML/KYC processes, redemptions and investor requests while keeping your team in control.
- Fully paperless applications
- Automated handling of investor requests
- Centralised application approvals
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CRM & Capital Raising
Keep investor relationships moving
Manage investor information, communications and opportunities from first enquiry through to funded commitment.
- Complete records in one place
- Centralise all investor communications
- Clear visibility over capital raising
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Titanium AI
Put AI to work across your operation
Reduce repetitive work, bring important information to the surface and make it easier for your team to find the answers they need.
- Surface critical insights instantly
- AI-driven assistance
- Accelerate operational efficiency
Why Unitise
Less work behind every fund.
Make it easier for investors to apply, access information, receive communications and manage their investment, without creating more manual work behind the scenes.
Unitise connects the investor experience with the operation supporting it, so information can move from onboarding into registry and through to ongoing investor management, reducing manual data entry and maintaining data consistency.
FAQs
The details that matter.
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Funds management software brings the data, processes and administration involved in managing investment funds into one system. Titanium supports the fund lifecycle across unit registry, investor onboarding, reporting, compliance and investor management.
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Titanium's fund administration software brings core processes into one connected platform, helping reduce manual work and reliance on disconnected systems. Manage applications and redemptions, distributions, transfers, capital calls, reporting and investor administration in one place.
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Unitise supports the operational work behind managing investment funds, from the capital lifecycle and investor records to reporting, compliance, onboarding and investor communications.
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Yes. Titanium combines an established core platform with tailored software development. Workflows, calculations, reports and integrations can be adapted around your specific operational requirements.
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Yes. Investors can complete digital applications and requests, while the investor portal provides secure access to investment information, transaction histories, documents and statements.