Integrate Relevant EquityWorks with other systems

Relevant EquityWorks plays nicely alone but also with others!


Accounting System Interface

The Accounting System Interface allows your Relevant EquityWorks system to share data with your general ledger.

Accounting System Interface for Relevant EquityWorks
Use the Accounting System Interface to share data with your GL


As a transaction is recorded, it immediately posts a journal entry to your general ledger, or if you prefer, transactions it can queue-up and posted on a scheduled basis.


We support popular, commercial-grade general ledgers like Intuit QuickBooks, Sage 50, SAP Business One, and Microsoft Dynamics GP, NAV, and SL, so you can find a general ledger that best fits your needs.

Accounting System Interface for Relevant EquityWorks See where it fits in the
Relevant EquityWorks platform


Data Warehouse

The Data Warehouse mirrors your Relevant EquityWorks data to downstream Microsoft SQL databases.

Data Warehouse for Relevant EquityWorks
Move your Private Fund information into a company data architecture


Larger clients love how it to consolidates their investor, fund, and portfolio information into their company-wide data architecture.

Looking to save even more time? Check-out a Relevant EquityWorks platform to drive efficiency throughout your entire firm.