Longshore Labs’ ALPINE | AXIA revolutionizes investor engagement for fund managers and service providers. By modernizing communication methods, it enhances transparency and compliance, ensuring investors are well-informed about complex investments and regulatory requirements. This approach significantly reduces risk and promotes clear, up-to-date information sharing.
ALPINE | AXIA – Product Tiers
Begin with our affordable Starter pack for best practices and scale for growth “auto-magically”.
Try us for 60 days, before you commit. No upfront costs.
Setup, software, support and training are all free if cancelled within 60 days.
ALPINE | AXIA Core Features
Our solutions solve problems, have market fit, and create value for our clients while ensuring great user onboarding.
ALPINE – Client Life Cycle
| Client Life Cycle Management | AXIA |
|---|---|
| Client Onboarding | |
| Client Group Management | |
| Client Static Events – Name, Address & Officers | |
| Client Ongoing Monitoring | |
| Client Annual & Periodic Reviews | |
| Financial Service Providers(FSP) Onboarding | |
| FSP Static Events – Name, Address & Contacts | |
| FSP Ongoing Monitoring | |
| Fiduciaries Onboarding | |
| Fiduciaries Static Events – Name, Address | |
| Fiduciaries Ongoing Monitoring |
ALPINE – Governance
| Governance Features | AXIA |
|---|---|
| Board Agenda Template Management | |
| Board Meeting Workflows & Dashboard | |
| Board Meetings Actions, Decisions & Reportss | |
| Board Committee Management | |
| Board Pack Generation & Review | |
| Board Meeting Calendar Integration | |
| Board Meeting Transcribe & Minutes Generation | |
| Board Portal – Vault / Data Room | |
| Board Portal – Report Collection | |
| Board Portal – Board Pack sharing | |
| Board Portal – Surveys |
ALPINE – Compliance & Risk
| Compliance & Risk features | AXIA |
|---|---|
| AML Profiles | |
| KYC & CDD Checklists | |
| Sanctions, PEP & Adverse Media Screening Adaptors | |
| Key Risk Indicators & Ratings – Management | |
| Country Ratings – Management | |
| Risk Profiles – Management | |
| Automated Risk Assessments | |
| Client, FSP & Fiduciaries Risk Dashboard | |
| Investor Risk Dashboard | |
| Product Risk Dashboard | |
| Transaction Risk Dashboard |
ALPINE – Investor Life Cycle
| Investor Life Cycle Management | AXIA |
|---|---|
| Investor Onboarding | |
| Investor Management | |
| Investor Static Events – Name, Address & Bank Info | |
| Investor Ongoing Monitoring | |
| Investor Annual & Periodic Reviews | |
| Investor Statement report & delivery | |
| Capital Call & Distribution Workflows | |
| Subscription & Redemption Workflows | |
| Allocations & Incentive Fees calculations | |
| Investor Portal – KYC, Reports, Documents, Statements | |
| Investor Portal – Query management |
