Our clients' have noted that they have experienced the following results:
See case studies What our clients say
- 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.