Turn compliance into confidence.
MONITORING
The 90% test doesn't wait.
OZ compliance has hard deadlines with no grace period. OZXpro watches your asset composition in real time — so you know your test status on a Tuesday morning, not when an auditor asks on a Wednesday afternoon.
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Live test results, threshold alerts, and trend tracking across every entity in your fund structure.
DOCUMENTATION
When the IRS asks,
you answer.
Audit defense isn't built in a scramble after you get the notice. Every valuation input, compliance decision, and calculation is logged and timestamped automatically — exportable the moment you need it.
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Durable, defensible records designed for investors, auditors, and regulators — not just internal use.
FUTURE-READY
Regulations change.
Your framework holds.
The OZ program still has major milestones ahead. OZXpro is built to absorb new reporting requirements as they arrive — so your compliance infrastructure doesn't need to be rebuilt every time the rules evolve.
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Designed for 2027 and beyond, with evolving requirements built into the core architecture — not bolted on.
FUND OVERSIGHT
One fund. Multiple entities.
One view.
Complex OZ structures shouldn't require institutional memory to navigate. OZXpro surfaces every fund, entity, and asset in a single consolidated view — so anyone on the team can understand status without a briefing.
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Eliminating disconnected spreadsheets and tribal knowledge as your compliance source of truth.
REPORTING
Investors deserve better than "we're working on it."
Ad-hoc explanations erode trust. OZXpro generates clean, consistent compliance summaries that give investors and their advisors a clear picture — without last-minute scrambling or one-off narratives.
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Investor-grade output that builds confidence, satisfies advisors, and holds up to scrutiny.
DEPLOYMENT
From spreadsheets
to system in days.
Most compliance software promises simplicity and delivers a six-month implementation. OZXpro integrates directly with your existing fund systems and advisor workflows — fund managers, CPAs, and counsel operating from day one.
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No rip-and-replace. No long onboarding. Just a system that works with how you already operate.
