A hosted web application designed to assist investment activities. Track Investors and fund transactions quickly with online transfer agent approvals and agreement recording.
Document Examples
- Subscription Agreements
- Investor Maintenance Documents
- Custodian Maintenance Documents
- Redemption Notices
Document Access
Easily find subscription agreements or redemption notices by searching by keyword, drop-down menu or text.
Auditor Protection
Stop auditors from rummaging through your files. Granting full or limited access to your digital data is easy.
Disaster recovery
In the event of a disaster, investment documents are safe and secure on off-site server clusters.
Getting Connected
Millennia Applications can pull data from a variety of databases and third party applications such as Timberline, JD Edwards & PeopleSoft.
Application Highlights
Web Based
Access your data anytime, anywhere. If you are online, your data is at your fingertips.
Simple Interface
A simple, clean interface makes finding what you need easy.
Flexible Frameworks
.NET frameworks allow application customization for changing needs.
Data Security
128-bit Secure Sockets Layer (SSL) security prevents data transfer theft.
Excellent Support
All software and services come with complete system support and data backup.
Hosting Information
Click here for more information on Hosting Options and Pricing.