Custom solutions to keep your firm competitive.
From portals to portfolio and proprietary trading performance systems, our technology solutions are used across a range of divisions including operations, compliance, reporting, IT, marketing and sales.
FUND PERFORMANCE REPORTING
Hedge Fund Tear Sheet Design
As a hedge fund, CTA, or wealth manager, a tear sheet is the one marketing tool every fund manager must have. When working with institutional allocators, family offices, investment advisors and individual investors—your tear sheet is essential to starting the conversation. A great tear sheet provides an investor a view of your performance, insight into your strategy, the background of the managers, costs and risk information in 1-2 pages.
INVESTOR PORTFOLIO BUILDING
Clarity Portfolio Viewer
Clarity provides investors with a complete view of their managed futures portfolio based on actual statement data direct from the FCM updated daily. Total performance across all programs and individual programs are calculated and displayed online in easy to read charts, graphs and tables including iPad and smartphone friendly formats.
INVESTOR PORTFOLIO BUILDING
Solstice CTA Database
Solstice is a new alternative investment and wealth advisor database focused on providing investors with powerful, innovative tools for building investment strategies and for managers to create visibility for their strategy.
Quick1FR makes 1FR reporting easy by using the same data provided by the FCM to the CFTC daily to produce online reports on the FCMs website, upload documents, provide complete tracking for compliance purposes, email alerts to prevent failure to comply with the rule, and the ability to create compliance and financial reports for management.
Our Online Account Application and Management System provides FCMs with a total application process—from the online application a client fills out, an IB view to monitor progress, and a full-featured back office to track and process the applications.
Our new FinCal service offers clients secure, responsive, fully hosted, and searchable financial calendars displaying key dates and reports on leading products on CME and ICE. Access daily and monthly views, filter by exchange and sector, and enjoy a growing list of options and features.
Microsoft Office 365
Microsoft Office 365 refers to plans that include access to Office applications plus other services that are enabled over the Internet (cloud services). The fully installed applications include: Word, Excel, PowerPoint, OneNote, Outlook, Publisher, and Access. (Publisher and Access are available on PC only.) And you can install them across multiple devices, including PCs, Macs, Android tablets, Android phones, iPad, and iPhone. When you have an active Office 365 subscription that includes the desktop version of Office, you always have the most up-to-date version of the applications.
We are an Infusionsoft Certified Partner and can get you set up with a streamlined system to help you leverage everything you need to know about your leads and customers in one place, so nothing is overlooked. Import and organize the contacts that come to your business (both online and offline) with tagging and segmentation. Collect data about contacts’ behaviors, score them based on marketing interactions, and prioritize the leads that are hottest and ready to buy. Track engagement and customize follow-up messages based on unique customer profiles. Set up automated marketing campaigns and trigger personalized communications based on email sends, opens, clicks, form submissions, and more.