The Culture of ‘Carry’: Shaping the Future Leaders in Finance and Investment Management
Learn how investment firms can attract top junior talent with tech-driven solutions, carried interest incentives and a values-based culture.
Trusted by Investment Management Leaders
HRSoft Is Made for Investment Management
Managing, processing and communicating your performance carry schemes and broad-based compensation is easy in HRSoft’s user-friendly platform. Enable executives, employees and administrators to seamlessly navigate compensation programs with greater transparency and efficiency.
Carry & Compensation Participant Experience
End-to-End Plan Lifecycle Management for Finance, Risk & Compliance Teams
Digital Platforms with Automation for Scale
Diverse Investment Strategies & Geographies
Robust Data Integrity
Carry & Compensation Participant Experience
HRSoft integrates carry, salaries, bonuses, deferrals, and LTIs into a single, cohesive platform. Beyond simplifying compensation structures, HRSoft provides key features that enhance administrative efficiency and participant experience.
Deliver more transparent and real-time compensation communication to foster trust and boost employee engagement.
- Real-time insights into carry and co-investment values
- Comprehensive support for bonuses, deferrals, LTI, and performance-based plans
- Centralized document management and storage for all agreements
- Seamless DocuSign integration with dynamic templates
- Advanced modeling for potential future valuations
- Modern, multi-currency, multilingual, and mobile-enabled platform
End-to-End Plan Lifecycle Management for Finance, Risk & Compliance Teams
Compensation for investment professionals often involves complex regulatory, compliance, tax and reporting requirements.
HRSoft provides the tools needed for efficient record-keeping, automated calculations, standardized reporting and effective management of employees with regulated risk profiles.
- Identification, management, and reporting for material risk takers (PRA, ASIC, CSSF, AMF, and BaFin)
- Standardized reporting with integrated audit tracking and workflow management to address internal, external, tax and compliance reporting needs
- Improved transparency for fee structures and disclosure requirements
- Centralized documentation and comprehensive record-keeping
- GDPR-compliant data management for enhanced security
Digital Platforms with Automation for Scale
For investment firms looking to scale rapidly, HRSoft delivers the support needed to adapt. Our platform automates complex processes and calculations, reducing administrative burdens and saving valuable time.
With enhanced data accuracy and compliance, HRSoft empowers data-driven decision-making, advanced analytics and mitigates the risks associated with fast-paced expansion.
- Rules-based calculation engines and automated workflows
- Integrated data ecosystem for seamless connectivity
- Automated reporting and governance processes
- Scalability across multiple investment strategies
- Real-time, user-friendly participant experiences
Diverse Investment Strategies & Geographies
Expanding investment strategies and geographic reach significantly increases the operational complexity of carried interest and employee compensation.
HRSoft streamlines carried interest calculations tied to varying fund performance metrics and addresses the regulatory complexities introduced with each new regional expansion.
- Expand seamlessly into private equity, private credit, real estate, infrastructure, commodities or other alternative strategies
- Stay ahead of regional tax reforms (e.g., UK tax reform)
- Adapt as fund mechanics evolve and mature
- Provide consolidated and automated solutions for participants and delegates
Robust Data Integrity
Data is the backbone for effective compensation management for investment firms. It drives informed decision-making, ensures precise calculations, supports regulatory compliance, promotes transparency and enhances operational efficiency.
HRSoft supports these needs by providing secure data fluidity that enables seamless access and integration across departments. The platform also ensures data accuracy to streamline processes and strengthen compliance efforts.
- Comprehensive budget planning and forecasting
- Accurate liability reporting and management
- Regional regulatory management and reporting
- Year-over-year same-store performance analysis
Future-Ready Solutions for Investment Firms of All Sizes
Investment firms face unique challenges at every stage of growth, from navigating regulatory complexities and managing data to scaling operations and diversifying strategies. HRSoft provides tailored solutions to optimize processes, enhance compliance and support your firm in achieving growth and performance goals.
Institutional Capital Markets
Firms at this scale face challenges like navigating regulations, managing large data volumes and maintaining performance in volatile markets. Overcoming these is essential for resilience and competitiveness.
HRSoft optimizes processes, ensures data accuracy and supports compliance, so your firm can focus on growth and performance confidently.
Mid-Market Investment Firms
Scaling brings challenges like managing compliance across jurisdictions, handling extensive data, maintaining performance and competing for top talent—all while adopting new technologies to enhance efficiency.
HRSoft addresses these needs by automating workflows, streamlining processes, ensuring data accuracy and strengthening compliance, enabling firms to scale effectively.
Emerging & Boutique Investment Firms
Scaling beyond $1B burdens firms, especially finance teams managing HR, legal and compliance roles alongside core responsibilities. These challenges can strain resources and hinder growth.
HRSoft’s platform for carried interest and compensation management automates processes, improves compliance and enhances employee engagement. This enables small firms to focus on strategic priorities and scale efficiently.
Investment Strategy & Asset Specific Solutions
Unique investment strategies and asset types impact compensation mechanics, requiring tailored approaches for milestone payments, dynamic valuations and cash flow management. Regional regulations and asset class variations add complexity.
HRSoft’s flexible platform supports diverse compensation structures, including bonuses, deferrals and LTIs, ensuring firms adapt to varying strategies and geographies with precision, compliance and transparency.
See How Much You’ll Save
with HRSoft
Managing your organization’s compensation lifecycle shouldn’t break the bank. Discover how much money you can save annually by switching to our state-of-the-art compensation lifecycle management software.
Related Resources
A New Era in Total Rewards: Key Components of a Mature Strategy
A recent webinar hosted by HRSoft brought together industry leaders to discuss critical trends for Total Rewards. Here are the key takeaways.
What is Carry? A Beginner’s Guide to Carried Interest and Carried Interest Software
We break down carried interest and why carried interest management software is becoming a game-changer for modern firms.
Simplify Complex Compensation Strategies
Give your team the tools they need to make better compensation decisions from day one.