Dear CEO, Founder and CFO: The word “outsourcing” is a loaded one. Your company is doing well and the most natural choice would seem to be to hire the technology, investor services and clerical staff that you need. As they learn about your business they will become more valuable to you, right? Yes, that …
Fierce competition among asset managers and the desire that investors have for lower the fees in alternative investments has triggered a major increase in the alternative mutual fund category, as highlighted in this article: http://www.cnbc.com/id/101308774 This trend will continue for a decades and the back office, IT and administration implication of the movement will be …
Great Lakes Fund Solutions is launched CrowdKey, a turn-key portal, customized to become an issuer’s Crowdfunding site. CrowdKey facilitates direct investments sales by: Inviting prospective investors to the portal through their financial advisor Displaying a menu of investment options including presentations, video content and images Accepting commitments via e-signature Confirming subscriptions when funds close Servicing …