Capital Markets Operations

Helping sales teams and transfer agents manage numerous data feeds with comprehensive reporting capabilities of Mutual Fund Reporting Services and Shareholder Solutions.

Solutions and services to optimize data management, CRM and Shareholder relations

We deliver high performance mutual fund sales tracking system, securities’ administration and investor relations solutions and services for investment management firms that enables financial professionals to readily access and organize powerful business information, while driving enhanced customer experience and improved communication to end users.

Mutual Fund

Our suite of out-of-the-box Software as a Service (SaaS) mutual fund solutions enables investment management companies to leverage world-class expertise, processes and technology, and reach new heights in today’s competitive environment.

Gain an Edge in Today’s Market

Whether you struggle with gathering data from multiple sources, inadequate mutual fund sales reporting or empowering sales teams to grow the business, we offer a full scope of services at your fingertips to maximize your potential. Our Fund Solutions suite includes:

Data Management Solution – Simplify, optimize, inform with our powerful data engine that’s coupled with a robust business intelligence tool.

CRM Solution – Empower, communicate, succeed with either of our industry-leading software systems to integrate financial activity with client relationship management tools. We’re partnered with both and Infor (formerly known as SalesLogix) to offer you a choice in the technology behind your solution.

Working with us, you’ll gain much more than a vendor — we’re a business partner focused on helping you succeed and grow.

Shareholder Solutions

Transfer Agent Services

We advance the transfer agent and investor services professions through education, technology and innovation. Our Transfer Agent Services include Shareholder Relations, Record Keeping, Transfer Agency, Dividend/Distribution Paying Agent, and Tax Return Reporting. And our personalized client service builds lasting relationships.

IR20/20 Securities Administrator Investor Relations Software

The IR20/20 Investor Relations Software is a “customized” off-the-shelf securities administration solution that manages the investor base of a REIT, limited partnership, limited liability company or similar security.

Currently servicing over one million investors and some of the nation’s largest sponsors, IR20/20 Investor Relations Software provides all the features you need, including: Blue Sky registration, commission payments, distributions and K1 tax processing.

IR20/20 Investor Relations Software provides all the features needed for back-office processing, from the origination to the dissolution of the security.