For Broker Dealers

Operational Process Review and Design

·         Efficiency Improvement

·         Service Level Performance

Operational Technology Solution Strategy, Design and Project Support

·         Desktop Technologies

·         Mainframe/Distributed Technologies

Mutual Fund Omnibus Processing

·         Model Strategy & Design Support - Internal/External

·         Conversion Support

·         Fund Company Transparency Needs

SEC Rule 22c-2 Solutions

·         Internal / Outsourced

Other Event Support

·         Conversion/De-conversion Support
 

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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