Drive AUM Growth with Personalized Advisor Outreach & Back-Office Support

Empowering Mutual Fund & Asset Management Companies to Stand Out, Engage Advisors, and Scale Efficiently

The Challenges Facing Today’s Mutual Fund Companies

- Advisors ignore standard digital communications, leading to missed opportunities
- Existing funds lose mindshare without ongoing engagement
- High costs of hiring in-house teams for repetitive back-office tasks
- Growing demands for timely, accurate investor reporting
- Difficulty scaling advisor outreach during new fund launches or re-engagement campaigns

Our Solutions

1.Personalized Handwritten Advisor Outreach

- Handwritten letters crafted to introduce new or existing funds directly to advisors
- Tailored messaging that stands out, gets read, and sparks real conversations
- Integrated follow-up workflows (email or phone) to convert engagement into meetings and inflows
- Proven to increase response rates and AUM growth

2.Back-Office Support for Mutual Fund Operations

- CRM data cleaning and ongoing database maintenance
- Timely preparation of marketing materials, fund factsheets, and performance reports
- Advisor and investor list management
- Research services for competitive analysis and market trends
- Scalable support to meet periods of high activity—like fund launches or quarterly reporting

3.Investor Reporting Assistance

- Preparation of accurate, compliant, and investor-friendly reports
- Support for quarterly, semi-annual, and annual updates
- Data aggregation across multiple platforms
- Customized dashboards to match investor expectations

4.Integrated Campaign Strategy & Automation

- Planning multi-channel advisor campaigns that combine handwritten outreach, digital follow-ups, and call scripts
- Email marketing automation sequences aligned to fund launch timelines
- A/B testing of messaging and channels for continuous improvement
- Full analytics and performance tracking