FAQ's

Why invest in client communications and compliance?
Maintaining records and certifications to meet your compliance and “best business practice” needs is time consuming and takes you away from your primary business functions. We make the task easier by giving you an easy-to –use intuitive system for fulfilling these requirements. Also, as clients demand greater access to information, the more you offer your investors, from fund strategies and customized presentations to updated portfolios, the greater your opportunities are to grow your investor base.

What will my site look like and what will it say?
Each site is individually designed by senior web designers to give your fund a unique, professional graphic presence. By getting input from you, we translate your compliance and communication requirements and way of working into a portal that works easily and effectively for you.

I already have a site. Can I still take advantage of the existing platform?
Yes. We’ll work with you to modify your existing site so that it works with the database driven model we have developed.

Can you help tailor the Compliance Manual and C3 to my particular compliance requirements?
Yes, we can work with you to create a tailored Compliance Manual as well as to develop the types of record-keeping and certifications you want for your particular fund group. Also, as your business evolves, we will work with you to update the C3 site, so that it continues to allow you to optimize your compliance function.

What types of investor communications can I present to my investors through the C3 portal?
Simply, whatever you like! They will have password protected entrance to the site. Fund groups currently offer their investors access to:

Is my information secure?
Yes, the site is password protected to prevent unauthorized access and all of your valuable data is backed up to redundant servers. Additionaly, we give you your critical data quarterly for you to hold.