OUR SERVICES

TECHNOLOGY


  • Sales & Activity Reporting
  • Firm Agreements & Activities
  • Search by Contact
  • Activity Dashboard
  • Create Personalized Call Lists
  • Marketing E-Mail Templates
  • Fulfillment Management
  • Tracking Mail Campaigns
  • Sales Associate Efficiency
  • Pending Sales Analysis
  • Product Performance Analysis
  • Analysis of Industry Products
  • Industry Trends and Data Summary

OPERATIONS


  • Thorough Implementation of Policies & Procedures
  • Designated Point of Contacts with Sponsors
  • Not In Good Order Reconciliation
  • Established Relationships with Custodians
  • Quarterly Fund Communication
  • Investor Product Updates
  • SEC Postings
  • Annual Report and Proxy Management

CREATIVE DESIGN


  • Web Design & User Experience
  • Create Customized Forms
  • Product Branding & Identity
  • Innovative Design
  • Manage Marketing Materials
  • Print Production
  • Strategic Planning
  • Design Invitations & Roadshows
  • Banners, Signage & Materials for Meetings
  • Build Vendor Relationships