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Everest Wealth adopts PE Front Office to streamline its Investment Process

PE Front Office a one-stop solution for Alternative Investments, has announced that Everest Wealth, a South Africa based private investment and wealth management company, has adopted PE Front Office to streamline its Investment Process.

The software supports capabilities including Deal Flow Management, Investment Management, Portfolio Monitoring, Investor Relations Management, and Fund Administration augmented by CRM, Document Management, Reports and Analytics, Outlook (Gmail Plugins, and Mobile App)

“Regarding the recent partnership, Raghav Gupta, Senior Director of PE Front Office, conveyed excitement, saying, “We are thrilled to welcome Everest Wealth as a valued client. Our team is eager to assist Everest Wealth in optimizing their Investment Management Operations.”

About Everest Wealth

Everest Wealth, established in 2002, is a private investment and wealth management company, which specializes in building, maintaining, and protecting the wealth of trusts, companies, and individuals under care.

Everest Wealth main focus is to offer sound investment management and promote stable returns over the medium to long term. Their non-traditional investments have the advantage of avoiding traditional market fluctuations and provide excellent opportunities for wealth creation under responsibly managed portfolios.

About PE Front Office

PE Front Office is a one-stop solution that is tailored to meet the evolving needs of Private Debt, Private Equity, Venture Capital, Fund of Funds, and Limited Partners. PEFO empowers investment professionals across 15 countries and 150+ firms to Simplify Work and Enhance Productivity.

PE Front Office is a comprehensive and modular solution that drives operational efficiency across the Private Capital Investment Lifecycle. The solution suite includes Deal Flow, Investment Management, Portfolio Monitoring, Fundraising, Capital Call Management, Investor Reporting, Investor Portal, and Fund Management.

This is further augmented by Risk and Compliance Management, Tasks and Meetings Management, Document Management with DocuSign integration, Outlook/Gmail Plugins, Mobile Apps, and in-built Reports with detailed Analytics.

Published In: CXO today