Simple to Manage all of your Hedge Fund Investor Information, Expandable Reporting
This Investor Management application is:
- Simple to use and makes managing your day to day investor information and reporting a breeze.
- The best value out there since the competition costs more than 3 times the price of this application!
- Uncomplicated and simple to use
- Easily Expandable - you can add as many reports as needed
You can download and view the entire help file here.
Here is a list of its main features:
- You can cut the time required to enter Investor financial information by importing it from a Microsoft Excel spreadsheet.
- You can create your own Excel exports from any data in the system. This powerful extensibility feature allows you to manipulate all data in the system and create your own Excel reports on the fly.
- You can configure and edit all lists in the system.
- You can configure and track referrer information and percentages allotted
- You can track all correspondence with all Investors - conversations and documents delivered.
- You can run required monthly reports and create your own Excel exports as desired.
- You can create confirmation letters to all Investors asking for their confirmation of assets and transactions.
- You can track all Investor name changes
- You can run reports for selected periods to see Investor activity for any desired timeframes.
- Context sensitive Help is implemented in all forms and reports. All you have to do is press the F1 function key on your keyboard to see details of the item you are currently viewing.
Act now to purchase this extremely cost-effective hedge fund management software tool.
You can also call us now with any questions you have regarding the product - (303) 744-2178.
Price: $10,000.00 USD
Click the Return to Merchant button after completing the payment. This will take you to the page where you can download the product.
|
|
Here are just a few highlights
of this powerful software
Does your Hedge Fund Company require . . .
- Fund of Fund management?
- ERISA Investor management?
- Monthly reporting to investors?
- Annual Confirmation Letters to investors?
- Summary reports showing total amount invested, total # of Investors, top 5 Investors and total amount they invest, # of institutional Investors, # of Fund of Fund investors, # of onshore Investors, # of offshore Investors and more?
- Partners Capital reports summarizing Investor activity across a date range?
Purchase this software now and start sleeping easy tonight!
|
TESTIMONIAL:
I have known Michael Cordova for over 15 years. His character and reputation are outstanding. He has worked with me on several customer projects and on several in-house projects for my company. When working on customer projects, Michael has always enhanced our business's reputation and helped to ensure the successful completion of each project. Michael has always been very attentive to the needs of our clients and has represented our company well. Michael Cordova also successfully built and delivered several in-house database and web based systems for us and I would highly recommend 21st Century Technologies and Michael Cordova.
James P. Greichen
President
Triportals, Inc.
|
