It’s Saturday, and you have errands to run. You walk into the drugstore to buy some toothpaste with your debit card. When you get home, you bring up your web browser, go to your bank’s website, and see your pending toothpaste transaction.

It’s Monday, and you’re the investment officer for a major institution. You want to make a subscription for several million dollars into an institutional money fund.  It takes 2 days to make the transaction and you receive either a fax or paper confirmation in the mail. At the end of the month you receive a paper statement or a PDF by e-mail. You don’t have the option to see your account on-line.

What’s wrong with this picture?

If you are responsible for keeping transfer agency records for institutional funds, you know the problem well.  Your large, important, sophisticated investors are unhappy with the state of your record keeping capabilities.  They can see the transaction for their toothpaste faster and more accurately than the several million dollar transaction they place with your firm.

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.

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Contact Information:

Capnetix
53 Meyer Road
S. Hamilton, MA 01982 USA
Phone: 978-468-0608

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http://www.capnetix.com