Investor Reporting Routinized


Traditional 3 R’s of Investor Reporting

1. REPORT

2. REMIT

3. RECONCILE

+ PMSI’s 4 R’s of Investor Reporting

4. ROOT CAUSE

5. RESEARCH

6. RESOLUTION

7. REMEDIATION

Innovative Technology Platform and Data Content

  • Cutting-edge SaaS cloud technology, SSAE 16 certified

  • Highly scalable and rapidly deployable for dynamic servicing platforms

  • 1.7 terabytes of data provide amazing analytical opportunities

Veteran SME’s in IR / IA Space Since 2000

  • Successfully resolved the largest most complex problems in the industry

  • No “How-To Manual” so real-time problem solving is a core competency

  • Years developing proprietary end to end techniques and controls to manage risk

  • Proven track record across all Investors

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