Use case
Report on behalf of your clients.
Batch and API workflows for firms that file for many clients — one workspace, repeatable runs, and delivery in each client’s jurisdiction format.
The 60-second version
- Who it’s for
- Advisers, fund administrators and outsourcers filing on behalf of clients.
- What it replaces
- Repeated manual runs per client and bespoke one-off scripts.
- Modules & price
- Solution Layers — batch and API, multi-client workspace. Talk to us.
The difference
Many client files in. Repeatable runs out.
A folder of client files becomes validated, per-client output through one batch and API workflow.
client_batch/MANY CLIENTS
⚠
⚠
one at a time · manual
batch_output/PER-CLIENT
Client 1validated✓
Client 2validated✓
Client 3validated✓
APIdelivered✓
✓ DELIVEREDAPI
Your data as it arrives — and the filing the supervisor receives.
Proof
One workspace, every client
Batch intake and API delivery make each reporting cycle a repeatable run rather than a manual rebuild.
batch_outputvalidation report
Client filesvalidated
Per-client formatsapplied
API deliveryready
Repeatable runsyes
Batch runper client
Batch & APIIntake and delivery
Multi-clientOne workspace
RepeatableRuns each cycle
Pricing
Solution Layers for service providers
Solution Layers
Talk to us
scoped project
- ✓Batch intake and API delivery
- ✓One multi-client workspace
- ✓Per-client jurisdiction formats
- ✓Repeatable reporting runs
Solution Layers are scoped projects, priced to your structure. See the pricing overview or all modules.
Let’s scope your client workflow.
Tell us how many clients you file for and in which frameworks — we will map the workflow.