For Mutual Fund Companies

Intermediary Compliance

·         Risk/Return Analysis

·         CCO Audit Design and Audit Support

Omnibus Transparency Reporting

·         SEC Rule 22c-2

·         Sales/Marketing Reporting

Operational Process Review and Design

·         Efficiency Improvement

·         Service Level Performance

Transfer Agent System/Provider

·         Selection Assistance

Distribution Strategies

·         Pricing/Platform Recommendations
 

About Us

Conferre Solutions brings almost 20 years of experience from all angles of the mutual fund business, with depth in operations, from perspectives of both the fund company and broker dealer. We assist firms in many aspects of the fund business, with a focus on operational processing covering all models; omnibus, networked , or direct processing. Conferre Solutions brings innovative, outside-the-box thinking to mutual fund operations paving the way for unprecedented efficiency, control, service, and growth.

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