rapid moneytree

Client Servicing

Investment managers are under increasing pressure to provide accurate and timely reporting as well as good performance. Both clients and regulatory bodies are demanding greater transparency of how fees and performance figures are calculated.

Clients hold the manager responsible for inadequate administrative processes whether they are outsourced to a fund administrator or not. In this environment managers must automate their administrative processes and improve their distribution methods in order to gain a competitive edge.

Moneytree can provide investment managers with such an edge