Formidium’s technology solutions offer flexibility and solutions to alternatives fund managers to distribute their fund products to their prospective investors (LPs). Click on the following to learn more:

Alts Marketplace

Finalytic A customer lifecycle & revenue management application

Finalytic is a comprehensive client relationship portal for accessing company apps, invoices/payments history, contract management, document exchange, and more features on the way.​

Care is a modern ticketing and emailing platform designed to simplify the creation, tracking, and monitoring of service requests. Its intuitive dashboard enables real-time visibility into all active requests, ensuring quick and efficient responses. By assigning each request a unique ticket number, Care also streamlines interdepartmental communication, making it easy to track every request from start to finish.

Care
Pulse

Pulse is a powerful cloud-based communication platform that transforms how businesses connect with their audience. Pulse simplifies your email marketing with intuitive campaign creation and real-time analytics that drive results. Whether you're a small business or enterprise, Pulse's user-friendly interface helps you create, schedule, and optimize engaging email campaigns effortlessly.

Pulse is your ultimate partner for smarter, seamless communication.

Vault is a cloud-based SaaS solution designed to revolutionize content management with unparalleled security and ease of use. Tailored for businesses of all sizes, it simplifies file sharing, version control, and real-time collaboration while maintaining compliance with industry standards. Experience peace of mind with a content management system that prioritizes your security without compromising productivity.

Choose Vault for smarter, safer content management.​

Vault
KY-BOR-Hero-2025

KY BOR is a secured and user-friendly platform designed to help entities in the Cayman Islands meet their obligations under the Beneficial Ownership Transparency Act (BOTA). It enables businesses to maintain and manage their Beneficial Ownership Registers, appointment of contact person under alternative route and reporting of required information to the Cayman Islands authorities. It is an efficient, transparent solution to ensure compliance with local regulations, streamlining the process of identifying and reporting beneficial owners, while safeguarding sensitive data with high-level security features.

USA BOI: USA BOI is an advanced portal designed to simplify and automate the filing of Beneficial Ownership Information (BOI) reports.


Cloud based filing portal centralizes the entire BOI reporting process, eliminating inefficiencies in data collection, validation, and submission. With intuitive tools like personalize reminders, save & exit, MFA, managing multiple companies details etc. tracking, and secure filings, USABOI ensures your business meets regulatory requirements effortlessly while reducing administrative burdens and enhancing operational efficiency.

Care