KeeSystem’s Post

❗Come and meet our team tomorrow at #FundForum! Visit us at Booth 30 to discuss data-led solutions that enable asset growth, drive operational efficiency and reduce risk through seamless connections between asset managers and distributors. ➡️Book a meeting now: https://hubs.ly/Q02CZ8yS0 #FundManagers #FundDistributors #FEfundinfo #finance #assetmanagement

A very rare thing happened today. We almost got all the team in the office at the same time!! 🤣 fantastic day and so proud these industry experts want to work with Alpha Asset Finance 🙏👍🙌 #assetfinancebrokers #assetfinanceexperts #bestteam #assetfinance

The Fund Finance Association 13th Annual Global Fund Finance Symposium in #Miami is almost here! Our partner Jed Miller is excited to share insights on effective structuring of capital relief trades with #fundfinance professionals. Learn more about Jed and #CRT: bit.ly/49nf2aG

Starting in one hour! Join us for our ACPM March webinar featuring Jim Hodapp, Senior VP and Portfolio Specialist of Principal will speak on Preferred and Capital Securities. This is a deep dive about the preferred securities asset class and specifically explores the evolution of the asset class over the years and how the asset class fits in client portfolios from an asset allocation perspective. Register here: https://lnkd.in/evJv9-wi #wealthmanagement #portfoliomanagement #portfoliomanagers #certifiedfinancialplanner #financialeducation #financialplanner #financialadvisors

🏢Managing a real assets fund? From SPV accounting to fund-level NAV calculations and managing complex investor allocations, our flexible solutions are tailored to your portfolio's unique needs. Let us help you manage your operational challenges so you can focus on growth.   Learn more about our solutions for real asset funds: https://lnkd.in/gcQEUf7j   #RealAssets #FundServices #APartnershipBuiltAroundYou

Make it your priority in the New Year to touch base with your financial adviser to catch-up and look at rebalancing your portfolio to ensure it is performing at its best 📊 Through the Ardan platform, advisers are able to create and manage an unlimited number of Model Portfolios, as well as outsource portfolio management to a Discretionary Fund Manager. Learn more here: > https://bit.ly/46SfefM #12daysofardan #investmentportfolio #portfoliomanagement #wealthplatform

Are you considering launching a closed-end fund? Understanding the nuances of interval and tender offer funds is crucial for asset managers. Our latest blog provides a comprehensive overview, detailing how these funds operate under Rule 13e-4 and the Exchange Act. 📖 Learn more about the repurchase process and regulatory requirements by reading the blog and downloading our white paper: https://hubs.ly/Q02Dk0VT0 #productdevelopment #assetmanagement #ACAinsights

How long does it take your team to report on your locations, programs, and funds? If your team is struggling with manually reconciling your entities, it is time to reconsider your options. Book a free consultation with BAASS expert for tailored fund management solutions. https://hubs.la/Q02gM1Xv0 #SageIntacct #BAASSBusinessSolutions #FundAccounting

How efficient is your quarterly reporting process? If you're leaning on too many manual processes, there's likely a great opportunity to streamline your reporting while also making the results more consistent and accurate. To see how this process works in action, you can read about CFGI's recent experience delivering streamlined reporting performance for a global PE fund with ~$350 billion AUM. Check out the full story: https://bit.ly/3ZnFtZF #CFGI #PrivateEquity #BusinessIntelligence #FundManagement #BusinessTransformation

How long does it take your team to report on your locations, programs, and funds? If your team is struggling with manually reconciling your entities, it is time to reconsider your options. Book a free consultation with BAASS expert for tailored fund management solutions. https://hubs.la/Q02gM6Jt0 #SageIntacct #BAASSBusinessSolutions #FundAccounting