Our dedicated team provides SOC-1 Audited, shareholder, intermediary and back-office support. Employing the latest technology, deploying a comprehensive offering of services using flexible, scalable cloud native architecture, including:
- Services for Mutual Funds, Interval Funds
- Shareholder servicing through our call center and client branded online services
- Flexible shareholder output services that include the delivery of tax forms, statements, transaction confirmations and regulatory documents
- Blue Sky registration and state sales reporting
- Intermediary back office support for NSCC, commission and 12b-1 payments