Private Capital Automation
Make private capital investing as easy as investing in public markets
Trace8 is an end-to-end solution that allows RIAs and multi-family offices to automate their private capital investment process. Our platform combines a robust due diligence module, automatic client allocation and approval, subscription doc completion, compliance reporting and more. Trace8 is a “single pane of glass” for your private capital operation.
Automate your private capital platform
Minimize operational risks and costs
Turbocharge growth through automation
Attract more sophisticated UHNW clients