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Menu of Services Offered
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| We offer variable performance reporting services that
range from automated generation of monthly historical performance, sales and
educational performance illustration tools, to compliance reports. Here's some
of the services we have provided (but let us know what you would like to have):
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| Automated Monthly
Reports
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Formatted historical fund performance in a variety of formats
(PDF, Excel, Word, etc), including graphics suitable for publishing or
downloading and emailing.
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Customer historic performance illustration mail stuffers
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Data feeds for other systems such as website illustrations
or telephone voice response systems
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Spreadsheets to audit performance calculations
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Reports, notices, or links emailed early morning 1st business day of
each month to the distribution list you define.
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New products, fund changes implemented quickly and painlessly
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| Web-based Sales Tools
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Custom web-tools seamlessly integrated into your website.
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We can collaborate with your internal web developers based on your
preferences
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Tools for sales presentations, customer/agent education, or suitability
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Tools hosted and maintained on our dedicated, secure, web servers managed
by www.rackspace.com
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| Compliance Reports
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Calculations for SEC filings
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Suitability tools
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Disclosure and disclaimer documents
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| Adhoc Requests
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Data for "Requests for Proposal" or other sales presentation
needs.
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Provide calculations for historical performance surveys or ad
copy.
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Test alternative product designs on historic performance results.
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