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Mutual Fund Services

We offer mutual fund companies out-of-the-box, customizable Software as a Service (SaaS) solutions to optimize operational performance. Used together or individually, these mutual fund services can help you:

  • Gain a competitive edge
  • Increase your potential for asset acquisition
  • Improve sales reporting
  • Boost CRM
  • Stay on top of compliance reporting
  • Achieve new levels of data consolidation and reconciliation.

Our suite of services for mutual funds companies includes:

  • Broker/Dealer Solution
  • CRM Solutions (including Broker/Dealer CRM and Institutional CRM)
  • Fund Monitoring System
  • Mobile Solution
  • Business Intelligence
  • Pre-escheatment Location