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Private Capital Automation
 

Make private capital investing as easy as investing in public markets

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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. 

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AUTOMATION

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WORKFLOW

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COMPLIANCE

Automate your private capital platform

Minimize operational risks and costs

Turbocharge growth through automation

Attract more sophisticated UHNW clients

See Trace8 In Action!

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