Opportunity Zones - iconOZ

Helping the Opportunity Zones Initiative Do the Good It’s Intended to Do

Download our Opportunity Zones One Sheet

Scalable Third-Party Opportunity Zones Fund Administration Designed to Minimize Risk and Increase Investor Confidence

JTC Americas’ Opportunity Zones Fund Administration Solution leverages technology to streamline the complicated tax and administrative requirements of Opportunity Fund management, curtailing fraud and abuse, while helping the Opportunity Zones initiative do the good it’s intended to do. For fund managers and investors, this means a purpose-built solution that embeds security, transparency, and regulatory compliance at each step of an investment life cycle.

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Fund and Tax Compliance Monitoring — In Real Time, Anywhere, from Any Device

Track the progress, investment performance and social impact of your Opportunity Fund projects any time and on any device.

Key Benefits

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Increases Transparency
and Investor Confidence

Provides each investor with greater visibility into Qualified Opportunity Fund performance and investment information through a secure web-based portal.

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Supports Opportunity Zone Compliance,
Minimizes Operational Risk

This specialized solution helps Opportunity Zone stakeholders maintain compliance with IRS regulations, and delivers institutional-grade accounting as well as social impact reporting.

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Lowers Fund Operating Costs

Our technology-driven fund administration platform delivers faster processing times, from onboarding investors to generating financial statements, without adding expensive head count or developing in-house software.

Delivers Outstanding Support

With over 25 years of experience providing industry-leading solutions to specialized financial markets, our team offers an unsurpassed level of customer service to Opportunity Fund managers and their investors.

Key Features

Fund Setup, Tracking,
and Reporting

Fund Administration:
Back Office

Investor-Level Tracking
and Reporting

Fund Administration:
Treasury Services

Economic and Social Impact
Tracking and Reporting

Document
Sharing

IN-DEPTH: Opportunity Zone Initiative

OPPORTUNITY ZONE EDUCATION CENTER

Download our OZ Fund Administration Collateral
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