We extend your reach
As one of the leading B2B fund settlement platforms, we offer you an excellent ‘display window’ for your products and will put you in touch with the right market participants. At ifsam you will gain access to an exclusive, worldwide circle of well-known institutional investors.
At the same time, we will lower your admin costs thanks to:
- an automated ordering and settlement process
- pooling of orders
- centralised processing of our client portfolios
- taking charge of fee management
- distribution of the relevant fund documents
Your legal expenses are reduced to a minimum due to a single distribution agreement with ifsam, rather than having individual agreements with various counterparties. It will also be easier for you with respect to such regulatory matters as AML, KYC and FATCA.
With ‘ifsam Xplore’, you do of course also have full control over all client activity. ifsam enables you to track trends, developments and your sales performance at any time.