InvestorFlow™ for Asset Managers allows asset managers to provide a scalable investor reporting and relationship management application to support their own communications or, in the case of a multi-boutique strategy, provide a service that helps aggregate and personalize communications across all affiliates. Its advanced architecture and scalable platform accelerates new product delivery and streamlines the integration of new investment platforms. Its parameter-driven structure provides easier ways to handle investments, calculate fees, and produce tailored statements, across a full range of product lines satisfying diverse client requirements.

InvestorFlow™ for Asset Managers provides fund managers the tools needed to administer all of their front-office business processes. InvestorFlow™ modules can be implemented individually or together as one integrated platform based on the specific needs of individual investment management companies, resulting in minimal internal resource commitment.