Principals have 30+ years each in investor recordkeeping.
- IBM, Franklin-Templeton
- Funds Associates Ltd
- First Data Resources
- PNC Bank (PFPC)
Used a SaaS-based delivery model and fostered a team culture that gave superior service
Worked with major U.S. financial institutions including broker/dealers, banks, insurance companies and investment advisors to provide wealth management technology services
We created mutual fund supermarkets/minimarket services using a new streamlined back office operating model for mutual fund advisory programs