Mutual Fund Solutions

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  • Technology and System Support

    technology and system supportWe are committed to providing sophisticated technology and superior support to ensure you receive the highest level of service.

     

    Our dedicated technology team supports the industry leading TA2000 shareholder recordkeeping system and all peripheral applications that interface with it. We coordinate all aspects of fund setup and data conversions; provide systematic and ad hoc reporting at the fund and shareholder levels, and ensure timely and accurate data delivery to our clients and their agents. 

    Through our full integration and dedicated support, our professionals are able to automate processes to provide best in class advantages for
    • 12b-1 reporting and payment
    • Disaster recovery management
    • Custom reporting and data delivery
    • State rule set up and questionable sales review
    • Pricing
    • Distributions