Tom Wiedecker

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mutual fund shareholder accounting system fund accounting speciality products for mf industry mutual fund trade analysis & compliance mutual fund subaccounting technology & solutions portfolio management & accounting technology & solutions software development investment firms transfer agents third-party transfer agents mutual funds institutional money market funds asset allocation models college savings plans able act plans interval funds tender-offer funds non-traded reits local government investment pools bdc target-date portfolios aged-based portfolios investor recordkeeping software solutions business process management digital interfaces real-time cash management apis integration investor correspondence automated suitability bank reconciliation omnibus trade reconciliation fund data management investment types supported subaccounting services broker-dealer solutions cash reconciliation automating direct at fund business flexible software open architecture stakeholder management regulatory compliance customized reporting data aggregation investor relations real-time transaction processing investment platforms client communications net asset value financial technology alternative investment services multifunctional recordkeeping innovative solutions portfolio management data access & analysis customer service enhancements information technology & services finance technology financial services