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do more

we build platforms and integrations for asset management firms. our technology solutions are designed to boost the efficiency of your regulatory and digital operations.

platforms & integrations tailored for financial services

efektiv offers a range of platforms and integrations for financial services firms. our solutions are designed to optimize your business processes and improve your bottom line. from CRM integrations to custom reporting tools, to automated regulatory reporting workflows - we can help you achieve your business goals.


Regulatory Reporting Engine

auditable, repeatable regulatory reporting with fully customizable workflows and checklists

Abstract Structure

Fund Data and Document Automation

reliably leverage fund, custodian, holdings and other backend data for web, marketing, or advisor reports

Abstract Gold Stripe

Policy Certification and Trade Compliance

track and approve disclaimer language, policy re-certifications and trade compliance

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