The Broker-Dealer's Dilemma with Subaccounting for Interval and Tender-Offer Funds
Broker-dealers face significant operational challenges when dealing with some of the alternati...
Software & Services
Investor Recordkeeping System
Business Process Management
Investor & Rep Digital Interfaces
RTQ-Asset Allocation Modeling
Trade & Bank Reconciliation System
APIs
Investor Correspondence
Automated Suitability Module
Positive Consent Transfer System
Fund Data Management Services
Omnibus Trade Reconciliation Services
