Book a demo Thirty days of Investor Portal access, free, for a qualified firm with an agreed evaluation scope. No automatic subscription.
Apply for a trialPortal access and the staff administration needed for the agreed evaluation. The clock starts when the workspace is ready, not when you first enquire.
Agree the fund, users, outcomes and data needed for a useful evaluation.
Set confidentiality, access, data handling and the trial scope before activation.
The trial starts when the agreed workspace is ready. Guided onboarding is included within the agreed scope.
Continue under a separately agreed subscription, or close the trial with an agreed export and deletion process.
We agree mutual confidentiality terms before exchanging private evaluation material. They protect your firm’s confidential information and Ducat Hall’s intellectual property. A data-processing schedule is agreed before any authorised personal-data processing.
An initial walkthrough uses fictional demonstration data. A trial involving real investor information starts only after the applicable financial, identity, security and privacy release checks and the firm’s approvals.
Live investor messaging, a production migration, custom development, bespoke extraction and native mobile apps are outside the standard evaluation. Any additional work and its price must be separately agreed before it begins.
No automatic payment or renewal. Before activation, the agreement identifies the subscription option, export process, deletion timetable, backup retention and any legally required retention.
This page explains the proposed trial. It does not grant access or replace the evaluation agreement signed by the parties. The beta target is 1 November 2026.
Tell us which fund and workflow you would like to evaluate.