Investor’sView™ Service Subscription Modules
Investor’sView™ Service Subscription Modules consists of four modules: Meeting Center, Report Package Scheduler Module, Investment Review Package Module, and Date Point Integration Module.
- Meeting Center is a workflow management system utilizing a web services solution. This system provides you with electronic forms essential to your daily process. Data is captured in a meeting-friendly format for easy routing of data between administrators, investment officers and operations personnel which later can be reviewed by management or committee
- Investment Review Package Module enables you to archive all of the print-friendly generated reviews. This saves a great deal of time for the portfolio managers.
- Date Point Integration Module offers the ability to integrate external data such as ratings or research, with security information supplied by your Data Provider.
For more information, please contact Bill McFadden at 610.225.8580,
or email us at firstname.lastname@example.org