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ACT makes inroads into the financial community
by developing a
points based carry plan software system
for one of the largest
and most well respected firms on Wall Street.
The software, written in webTML, will run
through a browser and is
ideally suited for the Private Equity Industry.
It features
a flexible waterfall
calculator and points based
distribution module that can easily adapt
to unique “Carry Plan”
requirements and subtleties without custom
programming.
The rules
and requirements under which these carry
plans operate
can vary significantly in the private equity
industry and even within
the same corporation.
ACT’s
carry plan software modules include all
functionality needed
to process security transactions, manage
the books and records of
the various legal entities involved, calculate
priority return on
investments, management fees, realized and
notional losses.
The software
also manages all distributions including
the calculation
of ordinary income, capital gains, holdback
amounts and “claw back”
amounts as determined by a carry plan’s
economic terms.
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