乐鱼（Leyu）体育官网 Asset Management Platform
Empower your organization to navigate complex tax landscapes with confidence and precision
The 乐鱼（Leyu）体育官网 Asset Management Platform (AMP) is leading-edge technology that can help you reimagine cost-effective, innovative ways to execute tax compliance and planning.
Informed by our extensive, in-depth tax knowledge of asset management entities such as passthroughs, Regulated Investments Companies (RICs), and Real Estate Investment Trusts (REITs), the Asset Management Platform enables efficiency and transparency and helps normalize big data so you can save time, improve accuracy, and discover new tax value-adds for your organization.
Your Impact: Features and Benefits
Web-based and mobile accessible 鈥� available anytime, anywhere. Real-time document collaboration and milestone tracking. Shared access for client, 乐鱼（Leyu）体育官网, and authorized third parties.
Drill-down views to analyze source amounts & adjustments. Customized reports. Audit trail of changes and updates. Real-time visualization of your fund鈥檚 organizational structure.
Supports all major asset classes for both Federal & State. Seamless allocation & tiering for multi-level structure. Easy setup process across entities with similar attributes. Automate book/tax adjustment via percentage or change in balance.
What-if scenarios using copied projects and/or trades & holdings. On-demand generation of tax estimates in custom reports. Graphic data visualizations for decision support. Quantitative relationships for patterns and trends in your tax data. Predictive analytics in the use of models and visualizations for decision support.
Investor & Partner collaboration tools. Gather and track data and documents from investors. Customization of user access and permissions. Collect digital signatures.
Tax Data analysis and research. Gain AI insights. Document generation, preliminary review functions and other administrative tasks.
Highlights by Sectors
Download Private Equity Brochure
Download Private Equity (Asia Markets) Brochure
Download Real Estate Brochure
Download Hedge Funds Brochure
Download Hedge Funds (Asia Markets) Brochure
Download Family Office Brochure
Download Regulated Investment Companies Brochure
Download Real Estate Investment Trusts Brochure
Download Advisory Reporting Suite Brochure
Download Securities Analyzer Brochure
Introducing our Investor Portal
乐鱼（Leyu）体育官网 Investor Portal provides a two-way collaborative and secure platform for you to interact with your investors and provide investors a simple way to access tax and other documents on demand.
Introducing Data Automation Center
乐鱼（Leyu）体育官网 Asset Management Platform鈥檚 Data Automation Center can help your tax department become truly hands-off from routine and repetitive data processes. Our innovative technology offers an efficiency way of configuring calculation logic and scheduling automated feeds that collect, transform, and transfer your data to where it needs to be, when you need.
Introducing Workflow
乐鱼（Leyu）体育官网 Asset Management Platform鈥檚 Workflow is our collaboration and document exchange module. It provides an efficient and transparent way to collect documents and track the progress of your projects.
Maximize the Potential of Your Tax Operations
Select the service arrangement that aligns with your needs and expertise:
- Traditional Engagement Model 鈥� Delegate tax preparation and review to 乐鱼（Leyu）体育官网, enabling your team to concentrate on strategic planning and value-added activities, while still maintaining oversight with visibility into your data and the status of deliverables as well as streamlining your review process with custom analytics in the 乐鱼（Leyu）体育官网 Asset Management Platform.
- Co-sourcing 鈥� Opt for a collaborative approach with the 乐鱼（Leyu）体育官网 Asset Management Platform. This hybrid model allows your department to choose which steps of the preparation and review process to keep in-house while outsourcing other steps to 乐鱼（Leyu）体育官网.聽 You get the benefit of 乐鱼（Leyu）体育官网鈥檚 ongoing investment in technology and tax technical expertise along with the flexibility to shift responsibilities between your department and 乐鱼（Leyu）体育官网 to handle changes such as growth or attrition.
- Licensing 鈥撀營f your tax department would like to retain full control of the tax compliance process, consider licensing 乐鱼（Leyu）体育官网 Asset Management Platform to increase efficiency and scalability while reducing the cost and risk of maintaining custom workpapers and systems.
Request a demo of the 乐鱼（Leyu）体育官网 Asset Management Platform
Complete the request form below and one of our team members will contact you to setup a demo of our platform.
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