Thanks for your interest in seeing the details of the eSuperior web-based system for administering public and private limited partnerships.
SLIDE PRESENTATION:
SCREEN PRINTS AND REPORTS:
Transparency, communication and industry expertise are the three cornerstones of a successful back office outsourcing arrangement. This screen-print and reporting tour educates prospective clients on how Great Lakes does its job supporting successful funds.
Compliance – Our systems and staff are coordinated to establish a comprehensive compliance program that is managed by your senior staff at the fund sponsor.
- Anti-money laundering (AML)
- Blue Sky
- Investor suitability tracking and hosted client relationship management (CRM) solution
- Call center operations
Selling Agent Support – Selling alternative investments through retail channels is operationally demanding. Great Lakes can support your fund as it meets the challenges associated with numerous and diverse selling agreements.
- Fund public Web site – price history, daily estimated fund prices, sales literature ordering, and call center contact details
- Fulfillment
- Commission calculation and reporting
- Selling agent communication – sales material updates, holiday card mailings, etc.
Investor Services – We make the challenges of having a broad retail shareholder base manageable.
- Investor reporting – delivered by USPS, email or via secure investor Web portal.
- Fund level reporting for managed futures – delivered by USPS, email or via secure investor Web portal.
- Investor Web portal – investor “Go Paperless” sign-up
- Call center operations
Fund Sponsor Support – You can track our back office support each step of the way
- Fund private Web site – investor data and reports, sales literature reporting, selling agent/custodial reports and audit reports
- Year-end Distribution Allocation Report