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Pacific Fund Systems is a leading supplier of global fund administration software for alternative and traditional funds. Our range of software solutions automate and simplify the work processes of fund administrators and investment managers by replacing multiple legacy systems with PFS-PAXUS, a fully-integrated, functionally rich, sophisticated solution that has PFS-CONNECT web access built into its core.
PFS-CONNECT is a real-time 24/7 web portal that enables fund managers, investors and other authorised thirdparties to access their information online. PFS-CONNECT communicates directly with the PFS-PAXUS database providing users with access to the latest available information including a dashboard, fund data, portfolio analysis, documents, graphs and much more. Most configuration options for PFS-CONNECT are maintained in the core PFS-PAXUS database, ensuring seamless integration, minimal IT support requirements, maximum reliability and ease of use.
Access to PFS-CONNECT is tightly controlled with the administration and validation of user credentials being highly automated via PFS-PAXUS, including the generation of advisory emails and letters.
With an extensive range of functionality combined with advanced reporting abilities and comprehensive regulatory coverage, PFS-PAXUS and PFS-CONNECT equip fund administrators the next-generation administrative technologies necessary to meet the ever increasing needs of clients, investors and regulators operating within a progressively diverse and dynamic environment. PFS-CONNECT can be white labelled with either the Fund Administrator or the Fund Manager’s branding, logo and colour scheme.
Key Features of PFS-CONNECT include:
Once successfully logged into PFS-CONNECT and appropriately authorised, investors can be given the ability to:
Once successfully logged into PFS-CONNECT and appropriately authorised, Investors, their employees and their advisors can place share registry transaction orders directly via the PFS-CONNECT portal, providing the investor with a self-service fund order platform.Investors can instruct orders individually or place multiple orders at the same time via a file upload, both of which will be subject to the same validation rules that exist in PFS-PAXUS e.g. a subscription below the minimum value permissible will be flagged accordingly.
The types of share registry transactions that can be accepted via PFS-CONNECT can be tailored, for example an investor profile can be set up to only allow a subscription order into a fund in which is it already invested.
Where appropriately appointed and authorised to do so, financial advisors can be provided with a PFS-CONNECT login to access the same features and information as the Investors.
Financial advisors can be authorised to view this information for all of the investors they act as Agent for via a single login, and they can also be given access to various commission related information where they are a recipient, including trailer fee and front end fee reports covering both accruals and payments.
PFS-CONNECT provides Managers with 24/7 self-service access to their fund information. Once successfully logged into PFS-CONNECT and appropriately authorised, Managers are able to: