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
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