A recent Accelex–FactSet study shows that over half of fund administrators say that data acquisition and data governance remain their top operational challenge. They struggle with fragmented systems, siloed data, and poor data governance. 

The truth is, manual fund administration comes at a significant cost to the business. For instance, firms relying on disconnected legacy systems often deploy multiple full-time employees to manage data entry, reconciliation, and reporting across different platforms, with approximately 15–20 hours per week dedicated to compliance documentation alone.

Connected fund operations are now essential for achieving accuracy, speed, and scalable growth. 

It is against this backdrop that RAISE emerges. A truly integrated fund platform designed to unify front-to-back workflows, eliminate silos, and automate repetitive tasks. By consolidating accounting, investor services, reporting, compliance, and data management under one cloud-native system, RAISE reimagines what a fund office can be: efficient, scalable, and aligned with modern investor expectations.

Meet RAISE – Your Connected Fund Office

A truly connected fund office is a structural shift in how fund administration operates. RAISE embodies this shift by bringing every major fund-office function into one unified, cloud-native ecosystem.

With RAISE, you don’t juggle between accounting tools, spreadsheets, investor portals, email chains, and disconnected workflow systems. The tool offers end-to-end integration, from fund accounting to investor reporting.

RAISE connects the entire operational stack in one place:

・Fund accounting

・Portfolio monitoring

・Investor onboarding and subscription management

・Capital calls and distributions

・Compliance and reporting

・Document management

・LP portals and communication

Key Efficiency and Connectivity Features

RAISE offers a suite of tools and capabilities designed to streamline fund office operations, enhance collaboration, and drive operational excellence. 

  • ・Automated workflows: Handles reconciliations, approvals, reporting, notifications, and compliance tasks, reducing manual work, lowering errors, and freeing teams for strategic activities.

  • ・Eliminates operational silos: By connecting accounting, investor relations, and compliance on one platform, it ensures everyone works from the same real-time data. A 2025 PwC study highlights that moving from siloed systems to fully integrated platforms like RAISE improves reporting time by 20% and reduces errors by up to 30%.

  • ・Instant updates across systems: It enables smoother coordination, faster decisions, and reduced back-and-forth between teams.

  • ・Centralized data architecture: RAISE provides a single source of truth, improving the accuracy of NAVs, valuations, investor reports, and overall data governance.

  • ・Real-time dashboards: Visibility into cash positions, workflow statuses, portfolio performance, investor activity, and deadlines, allowing proactive issue resolution.

With RAISE, you get core operational benefits like faster reporting, fewer errors, and better team collaboration.

Streamlined Workflows in Action

Efficiency is a critical requirement for fund operations professionals. When Fund operators run fragmented processes and repetitive manual tasks, they end up losing valuable time that would otherwise be used in strategic decision-making. 

Here’s how RAISE makes the difference:

  • ・Automated investor onboarding: RAISE accelerates onboarding by automating document collection, KYC verification, subscription processing, and approvals. AI-powered onboarding solutions can reduce processing time by 80–90%, while ensuring compliance and audit readiness.

  • ・Seamless reconciliations and reporting: Reconciliations, NAV calculations, and investor reporting are automatically synchronized across all systems. In practice, fund managers using automation have reported daily NAV cycles reduced from 6 hours to just 40 minutes and operational errors cut by over 50%. 

  • ・Focus on high-value tasks: By automating routine processes, RAISE frees teams to engage in activities that drive real value, such as portfolio analysis, risk assessment, investor relations strategy, and regulatory planning.

  • ・Coordinated, transparent workflows: Every task, from approvals to report generation, flows seamlessly between teams. Real-time updates ensure accountability, reduce miscommunication, and make collaboration faster and more reliable.

RAISE delivers faster reporting, fewer errors, and smoother team collaboration by automating workflows and centralizing all fund data. With error rates dropping from 2–5% manually to about 0.1% through automation, teams can work more efficiently from a single, unified platform.

Integration at the Core of RAISE

RAISE is designed with a purpose-built integration framework to eliminate the fragmentation that slows traditional fund offices. Instead of juggling disconnected systems for accounting, compliance, reporting, and investor management, RAISE unifies all critical fund administration functions into one connected ecosystem. It becomes a central operational backbone that fund managers, accountants, and investor relations teams can rely on for complete, real-time visibility.

By connecting fund administration, fund accounting, compliance workflows, reporting engines, and investor communication tools, RAISE enables data to move seamlessly from one process to the next. When NAV data, transaction details, waterfall calculations, or compliance checkpoints are updated, every module that depends on them is automatically synchronized. This drastically reduces operational silos and ensures that the entire fund office works from a single source of truth.

This level of integration minimizes errors and accelerates decision-making. RAISE delivers a continuous flow of accurate, consolidated data that supports faster reviews, more reliable reporting cycles, and audit-ready records.

The platform’s cross-functional visibility is equally transformative. It allows everyone to access the same up-to-date information. Tasks, approvals, and exceptions are transparent across the fund office, making coordination smoother and reducing bottlenecks.

In essence, RAISE creates a truly connected fund office where teams collaborate effortlessly, workflows move faster, and decisions are made with confidence.

Implementation Best Practices

To successfully transition to a connected fund office with RAISE, you need to take a couple of simple steps. Here’s what you need to do:

  1. Assess current systems for integration readiness: Map out your existing infrastructure, like fund accounting tools, reporting workflows, data sources, compliance systems, and internal processes. Identify operational silos, manual handoffs, duplicated data entry, and outdated systems that may be slowing teams down to understand where RAISE can deliver the most immediate impact.
  2. Pilot RAISE in select workflows before full rollout: A controlled pilot is one of the most effective ways to adopt new fund administration technology. Start with a specific function, such as investor reporting or NAV production, and run it entirely through RAISE. This allows teams to experience the platform firsthand, identify improvements, and refine workflows before scaling to additional departments. 
  3. Train your team to maximize adoption and efficiency gains: RAISE is intuitive, but proper training ensures that every stakeholder uses the platform to its full potential. Encourage the team to spend some time on hands-on onboarding and workflow tutorials. Training promotes confidence, accelerates adoption, and empowers staff to move away from outdated manual processes. 
  4. Continuously monitor workflows for improvement: Implementation doesn’t end at onboarding. Regular reviews help identify bottlenecks, strengthen cross-team connectivity, and maintain the high levels of efficiency that the platform enables. 

Efficiency as the 2026 Standard

As the fund industry moves into 2026, efficiency has to be the baseline expectation. RAISE sets this new standard by connecting once-fragmented systems, eliminating operational silos, and streamlining workflows across the entire fund office. The result is a modern, integrated environment where data flows seamlessly, teams collaborate effortlessly, and decisions are made with greater speed and confidence.

Fund managers leveraging RAISE consistently achieve faster reporting cycles, fewer errors, more substantial compliance, and highly coordinated teams that can focus on value-driven tasks rather than manual administration.

Book a demo of RAISE today and see how a fully integrated fund office can elevate your efficiency in 2026 and beyond.

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