| Would it be easier to sell services if clients had access to their account data? |
You’re responsible for selling custodial and record keeping services to investment management firms. A major client has approached you to ask if your company could provide electronic access to their client accounts, saving themselves (and your firm) time, money and effort. It sounds like a good idea to you, so you approach your operations people.
|
 When you broach the topic, your head of operations gets a pained look. Operations would love to provide this capability. Not only would it make the customers happy, it would eliminate many of the daily phone calls confirming transactions, and eliminate the faxes and paper reports they need to send out. All in all, expenses would decrease and customer satisfaction would increase. |
 Unfortunately, there’s a problem. Your firm keeps it’s records on multiple information systems all of which pre-date the Internet. The operations manager explains that they would like to support the operation envisioned by our important client, but they can’t. Your firms systems don’t do that.
|
 Capnetix solves the problem. We are bringing to market a new generation of transfer agency solution. Built from the ground up on the latest web based technology, Capnetix deploys a modern transfer agency platform designed to make asset servicing simpler and more efficient. We take the hassle out of institutional transfer agency. No software to buy. No servers to purchase or maintain. No capital requirements. No IT hassles. New funds come up quickly. Each fund family can have it’s own customization for specific requirements. You can now deliver custom reports in multiple formats, using your investment managers specific branding.
|
|
Capnetix can help....
Capnetix provides a web-based, off-the-shelf transfer agency solution that brings institutional investor data out of the back office and directly to your investor’s web browser.
|
|
... no matter where you are.
Some asset servicing companies know they need a new platform to deliver asset services to their investors, either to deliver new funds to market quickly, efficiently, and at low cost, or to replace an aging infrastructure. Other companies have an existing platform that has not yet reached end of life, and they need help to improve or optimize the way they use it.
It seems like a big jump from where you are to where you want to be. We can help you through the entire process. Beginning with an evaluation, Capnetix starts right where you are and walks you through every step of the process, from legacy systems to modern web-based Institutional Transfer Agency solution.
Your investor is happy. You’re happy. Faster, cheaper, simpler … better. Fundix, from Capnetix.
|
|
About Capnetix
Capnetix delivers institutional-strength transfer agency solutions for the investment management industry bringing back-office operations into a modern web based world. The company was founded in 2007 by a world-class team of software industry veterans with a passion for solving the complex problems facing today’s investment management, custodian and asset servicing firms.
Our mission is to provide firms a competitive edge through best-of-breed, next-generation systems. We provide consistent, ongoing support for our customers as a true partner, not as an ordinary software vendor. We encourage clients to challenge us with their personalized vision for superior technology.
Our design philosophy is based on our deep roots in developing advanced manufacturing systems for the semiconductor industry and our core belief that software should focus on making life simpler and easier for customers.
Fundix™ is the most modern and advanced transfer agency system on the market today. Based on a state-of-the-art Software-as-a-Service (SaaS) 2.0 Architecture, Fundix™ provides a simple, secure and transparent approach to the challenges facing the global investment management professional today.
Subscribe to our "Working Systems" Newsletter.
|
|
Contact Information:
Capnetix
53 Meyer Road
S. Hamilton, MA 01982 USA
Phone: 978-468-0608
For sales, email
This e-mail address is being protected from spambots. You need JavaScript enabled to view it
For general inquiries, email
This e-mail address is being protected from spambots. You need JavaScript enabled to view it
http://www.capnetix.com
|
|
