What is included in the activation/onboarding fee?

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2021-06-18T12:30:57-05:00March 29th, 2021|

The activation and onboarding fee covers all work involved in migrating your existing data and information so that all investments, documents, distributions, etc. are up to date when you roll out the red carpet for your LPs. We take a very hands-on onboarding approach, if you'd like to go over the details, please set up a time with us.