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View reports for compliance
complete:
1  Unacceptable
2  Very poor - always fails to meet expectations
3  Poor - often fails to meet expectations
4  Satisfactory - sometimes meets expectations
5  Good - often meets expectations
6  Very good - always meets expectations
7  Excellent - consistently exceeds expectations

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True and fair assessment of providers' strengths and weaknesses
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service partners evaluated across 6000+ ratings submitted
Complimentary reports evaluating supplier performance

Subscriptions/redemptions

Recording the activity of shareholders in buying/selling units of investment in a fund.


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Client set-up/amendment

Ability to set up client details on the fund register and amend details as appropriate.


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Interface with fund accountant

Providing details of the number of subscriptions and redemptions to the fund accountant and making appropriate payments / receipts of cash.


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Dividend/income distributions

Calculating and paying a fund's income distributions to its stakeholders.


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Investor reporting

Producing reports for stakeholders in a fund.


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Shareholder records

Maintaining a register of owners of the units of investment in a fund.


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KYC/AML compliance

Carrying out appropriate KYC / AML checks on all investors in the fund.


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Fund distribution support

Supporting the fund by providing access to distribution channels to reach out to prospective shareholders.


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Other feedback

Year-on-year performance, improvements needed...
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