If you're a hedge fund manager or investment advisor, your web site can become a remarkably efficient method of communicating with clients and even qualified prospects. It can deliver secure, personalized financial reporting. Your web site can serve as an information source, providing details about your investment philosophy and strategies. It can even become an important vehicle for your marketing efforts.
Most important of all, a well designed web site means that you will be able to spend less time managing the flow of information to clients, and more of your time spent managing your portfolio.
Experience counts.
Phoenix's efforts in this arena are spearheaded by Cornelius Matteo,
our Managing Director, whose extensive background in financial services
includes directing the creation of the award winning technology for Prime
Brokerage at Bank of America Securities. Phoenix's client list reflects the
value-added skills and unique perspective that we bring to each project.
Building a better data interface.
Phoenix software has allowed advisors and fund managers to interface
with major portfolio packages in addition to Prime Brokerage and Accounting
systems. We understand your data requirements and are uniquely qualified to
provide effective strategies to speed the flow of your information from Prime
Brokerage to back office to clients.
Stylishly Secure.
In addition to functioning flawlessly, your web site must provide
state-of-the-art security. Log-on should be intuitive and clear, yet totally
tamper-proof. It's rare to find a software consulting organization that
provides the skills to meet all of these needs - but you'll find this unique
combination of advantages at Phoenix.