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 Salesforce.com 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.