Data collection agents
Retrieve approved statements, reports, trade files, and supporting documents from the places your team checks manually.
FOR FUND ADMINISTRATORS
Serve more complex funds without multiplying manual work.
Add managed automation, digital onboarding, tokenized records, and modern client-facing experiences around the administration platform you already operate.
A MODERN ADMINISTRATION LAYER
Automate around the core ledger, not against it.
Peregrine targets the work surrounding the NAV engine: collecting data, structuring it, moving it between systems, checking results, and preparing client outputs.
Normalization and mapping
Transform inconsistent source files into the formats required by accounting, transfer agency, and reporting systems.
Reconciliation workflows
Match records across banks, brokers, exchanges, custody, and ledgers, leaving reviewers with a bounded exception list.
Digital investor servicing
Give managers and investors a branded path for onboarding, document delivery, and approved self-service information.
Tokenization support
Keep approved onchain ownership records synchronized with the administrator’s official register and operating controls.
Client-ready reporting
Prepare recurring reports, notices, and operating summaries from controlled source data for human approval.
WHITE-LABEL DELIVERY
Your client relationship remains yours.
Interfaces, reports, portals, and workflow notifications can be aligned with the administrator’s brand and service model. Peregrine operates as the delivery and automation layer behind the experience.
- Administrator-controlled branding and domain
- Client-specific workflow configuration
- Role and permission mapping
- Implementation documentation and handover
INTEGRATION PATH
Introduce automation through a controlled promotion path.
Each workflow starts with observed production inputs, runs in parallel, and moves into controlled operation only after the output and exception model are accepted.
Observe
Map the current process, files, tools, decisions, and evidence requirements.
Shadow
Run the new workflow beside the existing process and compare every outcome.
Approve
Validate controls, ownership, exception handling, and operational documentation.
Operate
Promote the workflow with monitoring, review thresholds, and a clear support path.
WHAT CHANGES
The team reviews outcomes instead of rebuilding inputs.
Before
Analysts collect statements one portal at a time.
AfterApproved sources arrive in a monitored intake queue.
Before
Operations reformat and upload the same data repeatedly.
AfterMapped records are prepared for the target platform automatically.
Before
Reviewers search across email and folders for evidence.
AfterEach run carries its source, transformation, approval, and exception history.
FAQ
Questions from administrators.
Integration details depend on the administrator’s systems, access methods, security controls, and client responsibilities.
Will Peregrine replace our accounting or transfer-agency platform?
No. The typical implementation connects to the core platforms already approved and focuses on the manual work before, between, and after those systems.
Can client-specific processes remain separate?
Yes. Shared components can be reused while each client workflow keeps its own inputs, controls, schedules, destinations, and reviewer permissions.
How is a workflow promoted into production?
The process is mapped, run in shadow mode, compared with the current output, reviewed by accountable stakeholders, and promoted with documented thresholds and support ownership.
Can the client-facing layer use our brand?
Yes. Eligible portals, reports, status pages, and notifications can be configured as a white-label administrator experience.
FIND THE FIRST WORKFLOW
Choose one recurring process your team should not be doing by hand.
We will map the current path, identify the control points, and show how it can move through shadow mode into managed operation.