Your Advantage

Highly Experienced Staff

• Fund administration
• Strong technology background

Our Systems

• 100% In-house developed system
  • We can customize our system without all the red tape
  • There are no system royalties, so we pass on the savings to our customers
• Developed in .NET (state of the art technology) making our systems easily customizable

Reporting Systems

• ProFund - Fund Manager Sales Reporting System
• Advisor Inquiry System
• Dealer Inquiry System
• ACM - Advisor Contact Management System
• FundCOM
• Detailed Commission/Trailer Fee Reporting Available

Management Reports & Sales Tools

• Extensive and unique functionality
• Fully customizable
• Online and accessible 24/7

Dealer/Advisor Inquiry

• Extensive and unique functionality
• Fully customizable
• Online and accessible 24/7

Customizable email and text message alerts

• Trade events can trigger alerts right to your PDA
• Fully customizable events
• Functioning automatically 24/7

Access to FUNDcom