Chicago, Illinois; December 13, 2016 – Theorem Fund Services LLC, an award-winning, full-service fund administrator, announced today a series of technology enhancements intended to dramatically enrich the service offering it currently provides to its clients and their investors. Among the released changes are a dynamic, user-driven web portal and the introduction of a new Fund Fact Sheet service that will provide customized fact sheet reporting to assist clients with their marketing initiatives.
The introduction of the new web portal will allow clients and their investors to view dynamic capital statements across multiple investment entities and accounts. It will also provide access to historical return information and capital transactions with just a few clicks of a button. In addition, an online document library will provide secure access to all historical investor statements, tax documents and executed subscription booklets. The rollout of the new fund fact sheet product will allow fund managers to graphically present their fund information to current and potential investors along with historical data and statistics, which would normally require production by a third-party marketing vendor.
Stephen Giannone, Theorem Co-Managing Partner, commented, “Our business model is focused on responding to client needs and interests. Inclusive in this model is ensuring that clients are provided with the tools and functionality needed to compete in the marketplace. Our investment in these two products will continue to set us apart from our competitors and raise the bar in our commitment to both innovation and our clients.”
Theorem Co-Managing Partner Mikhail Davidyan added, “Fund managers continue to demand enhancements and expansion of administrator platforms that will give their investors more information and transparency. We continue to focus on building additional features that our clients find valuable such as these enhancements; we are excited to offer unique state-of-the-art technology and services to clients no matter their size or strategy.”
Theorem Fund Services is an award winning, multi-service fund administrator which offers a unique turn-key solution to investment managers that combines institutional-level technology with strong industry experience and a deep understanding of our clients’ needs and goals.
We were founded on the belief that traditional fund administration platforms need to evolve into a much more comprehensive multi-service offering. This enables an investment manager to maximize their service delivery by
dramatically increasing fee efficiency and scalability. At Theorem, traditional core services of fund administration and investor reporting are uniquely and seamlessly packaged with a comprehensive tax solutions offering for both the fund and the investment manager.
At Theorem, we understand that our success depends entirely on the success of our clients and our ability to develop long-term client relationships that fully support our clients in their work. We are committed to partnering with our clients to ensure they receive the very best value combined with the highest quality service at the best price.