Our clients' have noted that they have experienced the following results:

• Established real-time investment tracking with the ability to consolidate and value investments daily. The system tracks and values any type of investment instrument or pool.
  
  
• Fund statement generation time reduced up to 90%.
  
  
• Increase transaction processing efficiency to enhance capacity without increasing staff size.
  
  
• New account openings increased 84% with no staff increase
  
  
• Average grant processing time reduced from 7-14 days to 1-2 days
  
  
• Provide donors with online account access to view real-time investment and transaction information, make grant recommendations, and donation. Significantly reduces call volume.
  
  
• Donors making grant recommendations on their secure website, eliminates the need for manual entry by grant staff.
  
  
• Eliminate the need for in-house hardware and data center expenses via remotely delivered Software-as-a-Service product.
  
  
• Clients are listed on the fastest growing donor advised funds programs nationally. Among the list are 5 clients who have achieved growth in their donor advised fund assets greater than 33% in one year. Their combined net asset base of $1.8 Billion in 2006 grew to exceed $2.5 Billion in 2007.

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 What our clients say