Investment Companies

 

PowerAgent for Investment Companies

Investment management firms have increased productivity and reduced cost; enhanced and improved customer service; and reduced risk by providing real-time information and retaining control through PowerAgent.

The open, modular and rules-based architecture of PowerAgent provides you the tools necessary to optimize your transfer agency and shareholder servicing operations.

Increase Productivity and Reduce Costs:

  • Eliminate delays and provide shareholders up-to-the-second access to real-time information through a customer-centric intuitive user interface.
  • Reduce the time it takes to train new employees due to the intuitive user interface.
  • Answer most inquires and execute transactions directly at the point of contact.
  • Reduce fund and firm administration with the use of templates and parameter-driven data fields.

Improve Investor and Customer Satisfaction:

  • Eliminate aggravating issues by processing activity correctly the first time using 500 systemic data checks and validations.
  • Provide real-time access to information and reporting so your clients know exactly where they stand at any point in time.
  • Grant real-time 24/7 access by eliminating batch processes that get in the way of your clients accessing their accounts.

Control and Customize your Experience:

  • Create product differentiation by eliminating system hurdles which get in the way of your great ideas.
  • Tailor PowerAgent to your operational processes as opposed to changing to meet system constraints.
  • Configure Holiday Schedules, Account Types, Transaction Types and Fee Types and many more at the click of a button to create a unique experience for your clients.
  • Process mutual funds, hedge funds, 529 college savings plans, institutional money markets, offshore funds and protected principal funds on a single system and avoid the additional costs of multiple systems.
  • Integrate shareholder accounting data with third party surround systems to leverage prior investments.
  • Access PowerAgent in a client/server or Software as a Service (SaaS) model to design a technology infrastructure that is right for your business.