Optimize portfolio management for smarter decisions.

Managed Data Services

Save Time. Unlock the Power of Your Data.

Your data and documents

Organized

Effortless Investment Data Handling & Uploading

Seraf offers managed data services for Fund Level clients, streamlining investment data handling. Our team ensures precise data entry, reducing administrative tasks so clients can focus on strategy with accurate, up-to-date records.

Data Collection

Gather and consolidate investment data and documents from multiple sources, ensuring completeness.

Data Structuring

Organize, format, and structure data consistently to enhance accuracy and ease of analysis.

Accurate Entry

Carefully input investment details and related documents to ensure precision and minimize errors in portfolio records.

Secure Storage

Store and consolidate your data in your secure, encrypted account.

Ongoing Updates

Our team pulls investment details from spreadsheets, accounts, and other sources.

Actionable Insights

Our clean and powerful dashboards give you insight into your portfolio -- from the high-level to the granular.