Offer a Comprehensive Package
Our software tools are part of
a comprehensive package. We also offer stand alone consulting and
prospectus auditing services. We are not simply a software provider
nor a traditional consulting firm.
The Share Class Analyzer is
our most popular tool. It comes with consulting services, though
the services also are offered separately.
We evaluate how a fund's pricing profile affects investors,
advisors, B/Ds, and a fund firm. We check the accuracy of prospectus
disclosure, fee tables, and sales limits. We also verify the
accuracy of online tools and marketing
pieces. We issue three attestation letters from
independent firms. A CPA letter
covers accuracy, a legal letter covers compliance,
and a CFA letter concerns math theory.
marketing work also is available.
Several firms hired us to create sales pieces and
PowerPoints. Another asked for an analysis of 529
plans. For another, we researched the merits of producing customized
Investment Policy Statements. (We told them not
to bother.) Our material has a definite academic flavor and is
great for continuing education and white paper purposes.
However we work with you,
customized to reflect your
firm's brand: logo, colors, text, disclaimers, defaults. That
includes the tool, sales material, training, and support.
of a Typical Package
· Web-based or internal use version of
· Corroborating EXCEL files with select tools
· Custom consulting services with select tools
· Customized legal, CPA, and math-based attestation letters with select tools
Logo, colors, fonts, text, defaults, disclaimers, etc.
PowerPoint presentations for keynote speeches
one-page sales ideas and/or white papers
and in-field training
software upgrades and support