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Partners
In an effort to meet the diverse needs of our clients, we have developed several strategic alliances that allow us to augment our capabilities and provide additional functionality to meet those needs.
Partners Include
- Metrosoft, Inc. provides additional services to enhance their customer service efforts, including web -based access to fund, pricing and performance information, an integrated voice response system, and electronic document warehousing.
- Equisys, Inc. offers business communications solutions including Zetafax and Zetadocs, allowing users to email and fax reports automatically.
- NSCC provides a centralized clearance and settlement and information service for Brokers Dealers, Banks and Mutual Funds.
- RGC Communications provides printing and mailing services for shareholder communications.
- BlueSky/MLS provides administrating for Blue Sky Registration.
- Clear Sky provides administrating for Blue Sky Registration.
- 1099Pro software provides functionality to produce US Tax forms.