Our Services

Our Services

Sales & Marketing

Interaction and access to key client personnel
Lunch and Learns, walkthroughs and 1:1’s
Customized monthly Salesforce reporting
Manager summits and events
Relationship management
Research and Due Diligence process

Sales & Marketing

Interaction and access to key client personnel
Lunch and Learns, walkthroughs and 1:1’s
Day-to-day client support
Customized monthly Salesforce reporting
Manager summits and events

Relationship management

Research and Due Diligence process

Market Analysis

Flow projections

Asset allocation trends

Client landscape review

Market Analysis

Flow projections
Asset allocation trends
Client landscape review

Legal & Compliance

Agreement coordination
Tax reporting requirements
Access to local legal counsel
AML requirements and
responsibilities
Access to broker-dealer services

Legal & Compliance

Agreement coordination
Tax reporting requirements
Access to local legal counsel
AML requirements and responsibilities
Access to broker-dealer services

Product Analysis

Competitor segmentation
Distributor consultant requirements
Peer group analysis

Product Analysis

Competitor segmentation
Distributor consultant requirements
Peer group analysis

Operations & Distribution Setup

Share class launch guidance
Fund due diligence and platform onboarding
Pricing review

Operations & Distribution Setup

Share class launch guidance
Fund due diligence and platform onboarding
Pricing review

Contact

Questions?
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