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Features

repository
Repository
  • Tax Returns
  • K-1
  • Investments Documents
  • Financial Documents
  • Digitize Papers K-1s
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repository
Distribution
  • Secure Invitations
  • Investors
  • CPAs
  • RIAs
  • Bankers
  • Due Diligence
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analytics
Analytics
  • Summaries
  • Trends
  • Inventory
  • Tax Basis
  • Reporting
  • Return of Capital
  • Tax Planning
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All protected inside of a secure environment with the highest level of encryption available.

Benefits

benefits
Saves time by sharing the same documents
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Increases control of private data
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Increases security with one system
benefits
Improves financial planning
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Advisors can view multiple client accounts

How it Works

The system automatically configures an account for each investor and sends a notification to them that new documents are in their account.
Investor then securely invites trusted advisors to view the same documents eliminating the need to forward on by email or manage multiple storage accounts for better financial planning.
Investors may also upload K-1s received from companies not yet registered in the system.
The system automatically creates summary tables of each investment showing the performance history.
The system also allows the investors to request the financial statements and corporate documents to be stored together for each investment.
With the financial statements, the system can make valuation estimates, identify performance trends and even maintain the tax basis of each investment.
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References

This is a great system for our company and our clients.
Robert Scherer
CEO TAG Management, Inc.
This system saves us so much time, especially during tax season..
Alan Durant
Partner Matranga & Co
This system makes details readily available to investors that they never had before and all in one place.
Ajay Gupta
Chief Investment Strategist Creative Planning, Inc

Pricing

Free
10 K-1s / 1GB
$ 0
month
$ 0
year
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Income
25 K-1s / 5GB
$ 9
month
$ 90
year
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Growth
100 K-1s / 25GB
$ 24
month
$ 240
year
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Value
250 K-1s / 100GB
$ 49
month
$ 490
year
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Enterprise
>250 K-1s / 100GB+
phone
Call us
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About

Management
Contact
Headquarters
Repositax, inc.
1804 Garnet Avenue
Suite 175
San Diego, CA 92109
Get more information
Telephone