Equinoxe Alternative Investment Systems has chosen The B2 Group’s FundEX solution for its Canadian FundSERV service.
The FundEX service offers an automated solution for straight-through processing, finds transactions and report processing, and aims to reduce processing time, risks and cost.
It can also integrate with third-party transfer agency systems using B2’s Luxembourg-based cloud storage.
Alan McKenna, global head of product management at Equinoxe, said: “Our decision to select The B2 Group’s service was based on three important criteria for our business. The B2 team understood our requirements. They were responsive and easy to work with. Equally significant was that they were able to meet our need for a fast time-to-market due to their level of understanding of our business needs.”
“Customer service is a high priority for Equinoxe and this B2 implementation will ensure we are able to service the growing demand from our Canadian clients for their funds business. We are very pleased with the results and highly commend The B2 Group on the rapid delivery of their FundEX solution.”
Phil Boland, CEO of The B2 Group, said: “Another successful implementation for our experienced funds team is very gratifying. We pride ourselves in our extensive knowledge of the global Funds industry, our technical expertise and importantly our ability to understand the needs of customers like Equinoxe and meet their expectations with a robust solution.”
“Our success is based on our ability to help our customers meet their business objectives quickly, efficiently and, importantly, B2 solutions are always cost effective. I am delighted that we continue to demonstrate we are effective technology partners. In this instance we successfully delivered a best of breed solution due to the strength of our products with over a decade of integration experience with transfer agent systems and platforms such as FundSERV.”
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