JTC and Asset Class Launch JTC ONE in the U.S., Combining Institutional Fund Administration & Modern Investor Technology

FOR IMMEDIATE RELEASE

Two proven specialists, JTC and Asset Class, come together to launch JTC ONE: an end-to-end private markets solution that pairs institutional-grade fund administration with a purpose-built digital CRM, GP and investor experience, delivered under one relationship and one point of accountability.

Administration and technology, each best in class, now available as one connected solution for fund managers and their investors in the U.S.


NEW YORK - JULY 13, 2026. Asset Class, the technology platform built for private markets, today announced, in partnership with JTC, the launch of “JTC ONE, powered by Asset Class” in the U.S. The new offering brings together JTC’s institutional fund administration and Asset Class’s modern CRM, GP and investor technology in a single end-to-end solution for U.S. private markets firms. JTC ONE gives fund managers the operational rigor their fund structures require and the digital experience their investors now expect, connected as one.

JTC ONE offers what the market has increasingly been asking for: best-in-class administration and best-in-class technology working together as one. Too often, fund managers have had to stitch administration and technology together on their own, managing separate providers, separate systems, and separate relationships. JTC ONE changes that by connecting administration and investor technology from the start, so data and documents move seamlessly between fund operations and the investor portal, giving managers and LPs one single, connected solution.

One relationship, instead of many

Running a modern private markets business has often meant piecing together multiple providers, with the burden of integration falling on the fund manager. That can lead to duplicate data entry, reconciliation across systems, and more vendor management than a fund should have to take on.

JTC ONE removes that burden. Institutional-grade administration and a modern digital investor experience are delivered together in one connected solution.

What sets JTC ONE apart

JTC ONE brings together institutional fund administration, best-of-breed technology, and end-to-end lifecycle coverage through a single commercial relationship. It is built to support the capabilities that matter most to today’s private markets managers: a modern LP investor portal, institutional fund administration, integrated data flows without rekeying, regulatory compliance support, one commercial relationship, and the flexibility to scale as firms grow.

Better experience. Better results. Better operations.

A better experience. Investors get a seamless digital experience from day one, with branded portals, real-time visibility, mobile access, and AI-assisted self-service backed by institutional-quality service.

Better results. Managers can raise capital more efficiently, onboard investors faster, and support a growing investor base without adding headcount at the same pace.

Better operations. Fragmented processes are reduced, manual work and errors are minimized, and managers gain real-time visibility across the full fund lifecycle.

Connected end to end

JTC ONE connects every stage of the fund lifecycle in one environment, from fundraising and digital onboarding through to the investor portal, fund accounting and reporting. Capital activity recorded in fund administration flows through to the investor’s portal automatically, keeping GPs and LPs working from the same live information. The platform also connects to the financial reporting, analytics and market-data tools managers already run.

Two leaders. One solution.

“This is how private markets should work. Specialist administration and specialist technology, each doing what it does best, brought together as a single solution for the client. We are proud to power JTC ONE, and proud of what it means for managers who want a modern investor experience and institutional-grade administration in one connected solution.”

Ferdinand Roberts | CEO & Founder, Asset Class

“We are proud to partner with Asset Class to bring JTC ONE to market. This solution reflects JTC’s commitment to delivering institutional-quality service and accountability alongside best-in-class technology for private markets clients, creating a more connected experience for managers and their investors in the U.S.”

Michael Richards | Head of Fund Administration, US, JTC

About JTC

JTC is a leading global professional services business with deep expertise in fund, corporate, private client and employer solutions services. Every JTC person is an owner of the business, and this fundamental part of our culture aligns us with the best interests of all of our stakeholders. Our purpose is to maximise potential, and our success is built on service excellence, long-term relationships and technology capabilities that drive efficiency and add value.

www.jtcgroup.com

JTC Group regulation and terms of business

For full details of those JTC Group entities that carry on regulated business and certain other JTC Group entities, please visit our website: www.jtcgroup.com/legal-and-regulatory

For JTC’s full website disclaimer, please visit: www.jtcgroup.com/disclaimer.

About Asset Class

Asset Class is a private markets technology platform with offices in New York, Sydney, Dublin and London. The platform spans investor CRM, fundraising, digital onboarding, the investor portal, portfolio reporting and fund administration integrations for private equity, venture capital, private credit, real estate and infrastructure managers. For more information, visit assetclass.ai.

Media contacts

Asset Class: Sam Roberts | press@assetclass.ai

JTC: David Vieira | david.vieira@jtcgroup.com

Frequently asked questions

What is Asset Class?

Asset Class is a platform built for private capital firms. It combines CRM, investor relations, fundraising, and portfolio management into a single connected platform built on Salesforce infrastructure, serving PE, VC, real estate, private debt, family offices, hedge funds, and wealth management firms.

Who uses Asset Class?

Asset Class is used globally by private capital firms across private equity, venture capital, real estate, private debt, family offices, hedge funds, registered investment advisers, wealth managers, corporate venture capital arms, and fund administrators, from emerging managers to large multi-strategy firms.

What problem does Asset Class solve?

Asset Class solves fragmented workflows at private capital firms by bringing CRM, investor relations, fundraising and portfolio reporting into one system of record, where every piece of data is connected, auditable and real-time. Athena, the AI layer of Asset Class, answers plain-language questions on any record and drafts reports and follow-ups for your team to approve. Every answer cited to source.

Is Asset Class built on Salesforce?

Yes, Asset Class is built on Salesforce's Force.com platform, inheriting the world's leading CRM engine, enterprise-grade security, and access to thousands of pre-integrated apps on the Salesforce AppExchange. Existing Salesforce clients can easily deploy Asset Class within their current org.

How does Asset Class help private capital firms grow?

Asset Class helps private capital firms grow by automating fundraising, investor onboarding, capital calls, distributions and portfolio reporting on one platform, so teams can spend their time on deals and investor relationships. Athena, the AI layer of Asset Class, ranks your book by opportunity with its Relationship Score and drafts tailored follow-ups for your team to approve, so firms engage the right LPs first.

What is Athena in Asset Class?

Athena, the AI layer of Asset Class, gives every member of your team their own Claude-embedded AI agent for investor relations, business development, finance, compliance or portfolio management. Each agent works only within that person's permissions. Athena reads your firm's data, drafts the work and queues it for review. Your team approves, amends or rejects each item, and the decision, approver and timestamp are recorded.

Which AI model does Asset Class use?

Asset Class uses Claude, the AI model built by Anthropic. Athena, the AI layer of Asset Class, embeds Claude across the platform and connects it to your records, documents and actions. Asset Class accesses Claude through Anthropic's commercial API, so your firm's data is never used to train AI models. Each agent can only see and act on data its user is permitted to access.

Does Asset Class automate data entry?

Yes, Asset Class captures data from the sources your firm already has. Athena, the AI layer of Asset Class, scans subscription agreements, side letters, statements, notices, meeting transcripts, email, calendars and external data sources, then stages the extracted details on the right record. Nothing Athena stages updates a record until a permitted user signs off, and each approver is logged.

What is Asset Class?

Asset Class is a platform built for private capital firms. It combines CRM, investor relations, fundraising, and portfolio management into a single connected platform built on Salesforce infrastructure, serving PE, VC, real estate, private debt, family offices, hedge funds, and wealth management firms.

Who uses Asset Class?

Asset Class is used globally by private capital firms across private equity, venture capital, real estate, private debt, family offices, hedge funds, registered investment advisers, wealth managers, corporate venture capital arms, and fund administrators, from emerging managers to large multi-strategy firms.

What problem does Asset Class solve?

Asset Class solves fragmented workflows at private capital firms by bringing CRM, investor relations, fundraising and portfolio reporting into one system of record, where every piece of data is connected, auditable and real-time. Athena, the AI layer of Asset Class, answers plain-language questions on any record and drafts reports and follow-ups for your team to approve. Every answer cited to source.

Is Asset Class built on Salesforce?

Yes, Asset Class is built on Salesforce's Force.com platform, inheriting the world's leading CRM engine, enterprise-grade security, and access to thousands of pre-integrated apps on the Salesforce AppExchange. Existing Salesforce clients can easily deploy Asset Class within their current org.

How does Asset Class help private capital firms grow?

Asset Class helps private capital firms grow by automating fundraising, investor onboarding, capital calls, distributions and portfolio reporting on one platform, so teams can spend their time on deals and investor relationships. Athena, the AI layer of Asset Class, ranks your book by opportunity with its Relationship Score and drafts tailored follow-ups for your team to approve, so firms engage the right LPs first.

What is Athena in Asset Class?

Athena, the AI layer of Asset Class, gives every member of your team their own Claude-embedded AI agent for investor relations, business development, finance, compliance or portfolio management. Each agent works only within that person's permissions. Athena reads your firm's data, drafts the work and queues it for review. Your team approves, amends or rejects each item, and the decision, approver and timestamp are recorded.

Which AI model does Asset Class use?

Asset Class uses Claude, the AI model built by Anthropic. Athena, the AI layer of Asset Class, embeds Claude across the platform and connects it to your records, documents and actions. Asset Class accesses Claude through Anthropic's commercial API, so your firm's data is never used to train AI models. Each agent can only see and act on data its user is permitted to access.

Does Asset Class automate data entry?

Yes, Asset Class captures data from the sources your firm already has. Athena, the AI layer of Asset Class, scans subscription agreements, side letters, statements, notices, meeting transcripts, email, calendars and external data sources, then stages the extracted details on the right record. Nothing Athena stages updates a record until a permitted user signs off, and each approver is logged.

See how AI transforms Private Capital operations

Your competitors are still filling in spreadsheets. You're closing rounds. Asset Class is the unfair advantage that separates the firms who scale from the firms who stall

See how AI transforms Private Capital operations

Your competitors are still filling in spreadsheets. You're closing rounds. Asset Class is the unfair advantage that separates the firms who scale from the firms who stall