Technology

Crederian understands that technology can be a differentiating factor in service levels. That is why we utilize a fully-integrated, flexible, SAS 70-certified solution to meet our clients’ needs, which provides Crederian with a competitive advantage.

With our technology platform, Crederian can provide:

Full Service for a Wide Array of Financial Products

• Crederian can provide full administration services in an automated and controlled environment to a variety of:
  • Fund Structures
  • Management/Incentive Fee Arrangements
  • Security Types
  • Partner Set-Ups

Fully-Integrated Accounting and Investor Reporting

• Portfolio and investor data, allocations and statements and reports, all in one system
• No need to piece together multiple applications to achieve efficiencies
• Auto-integration with Prime Brokers and OMS systems to minimize manual input of trade data
• Excel template loaders to allow for easy conversion of tax lot and investor information
• Automated IDC pricing and corporate action feeds ensure accuracy
• Real-time processing with no overnight batch required
• Encrypted e-mail and files

Flexible and Customizable Solutions to Each Client’s Needs

• Document Manager allows for the posting of organizational docs, sub docs and Manager communications
• Customized PDF and Excel reporting
• In excess of 140 canned reports, exportable to PDF or Excel, allows for comprehensive reporting

Back-End Investor Login

• To allow the manager, investors and financial advisors access to reporting and documents

With the combined experience of our professional staff, Crederian’s technology solution differentiates us from the competition and puts us in a position to effectively handle virtually any situation that may arise, enabling us to exceed our client’s needs and expectations.