Our Services

For Intermediaries:		For Mutual Funds:
Operational Process Review and Design Â·Â Â Â Â Â Â Â Â Efficiency Improvement Â·Â Â Â Â Â Â Â Â Service Level Performance		Intermediary Compliance Â·Â Â Â Â Â Â Â Â Risk/Return Analysis Â·Â Â Â Â Â Â Â Â CCO Audit Design and Audit Support
Operational Technology Solution Strategy, Design and Project Support Â·Â Â Â Â Â Â Â Â Desktop Technologies Â·Â Â Â Â Â Â Â Â Mainframe/Distributed Technologies		Omnibus Transparency Reporting Â·Â Â Â Â Â Â Â Â SEC Rule 22c-2 Â·Â Â Â Â Â Â Â Â Sales/Marketing Reporting
Mutual Fund Omnibus Processing Â·Â Â Â Â Â Â Â Â Model Strategy & Design Support – Internal/External Â·Â Â Â Â Â Â Â Â Conversion Support Â·Â Â Â Â Â Â Â Â Fund Company Transparency Needs		Operational Process Review and Design Â·Â Â Â Â Â Â Â Â Efficiency Improvement Â·Â Â Â Â Â Â Â Â Service Level Performance
SEC Rule 22c-2 Solutions Â·Â Â Â Â Â Â Â Â Internal / Outsourced		Transfer Agent System/Provider Â·Â Â Â Â Â Â Â Â Selection Assistance
Other Event Support Â·Â Â Â Â Â Â Â Â Conversion/De-conversion Support		Distribution Strategies Â·Â Â Â Â Â Â Â Â Pricing/Platform Recommendations