Specialized Services

We offer a variety of specialized services, which include:

Audit Facilitation

We co-ordinate and facilitate the audit of our clients’ Mutual Funds, LPs, MICs, and all other investment product structures, providing access to our premises and staff to answer questions/queries and provide necessary reporting.

Product Structuring and Restructuring

We provide clients with guidance on product structuring and restructuring, including new products, rollovers and conversions.

Compliant Reporting

Our experienced team’s deep understanding of our state-of-the-art technology platforms, CGI and LTI, and our approved Fundserv interface connectivity, assist clients in meeting your reporting requirements of the various standard and unique product offerings.

Transition Management

We will seamlessly transition your mutual funds and product offering to our platform while you continue to focus on the day-to-day operation of your business.

Investor Communications and Marketing Content

Our integrated marketing communications professionals assist our clients with all their communication needs, including the preparation of newsletters, investment commentaries, and brochures.