At Great Lakes Fund Solutions, we are adept at supporting a wide variety of functionality relating to the distribution of the fund–building upon our core investor services and accounting expertise. We consult with our clients early in the product planning cycle to develop an effective back and middle-office service model.
Excellent communication among all parties is key to a product’s success. Both the fund sponsor and Great Lakes’ staff are looking at the same Web sites and data. Similarly, Sales Agents have information at their fingertips to service existing investors and monitor the results of their sales efforts. Investors are similarly kept apprised through a variety of means: mailed monthly statements, e-mailed statements or through our investor Web interface. Great Lakes’ clients take comfort in knowing that we support in house the annual mailings of year-end financial statements and K-1s. We’ll even elevate the fund sponsor’s holiday cheer by performing a selling agent holiday card mailing.