SALI Fund Services

SALI Fund Services, a turnkey provider of structural and administrative solutions for Insurance Dedicated Funds (IDFs) and the insurance market, has launched the next generation of its client portal, driven by Kurtosys DXM.

Customer Success Story - SALI Fund Services 1

SALI Fund Services, a turnkey provider of structural and administrative solutions for Insurance Dedicated Funds (IDFs) and the insurance market has launched the next generation of Its client portal, driven by Kurtosys DXM

"We are delighted to have strengthened our partnership with Kurtosys and to reinforce SALI’s commitment to providing market participants with a centralized resource for all IDF information. We are confident users will appreciate the increased functionality of the enhanced portal and are excited about the further expansion of this offering in the coming months."

Cameron Vail, Chief Operating Officer at SALI

At the core of the innovative offering is a technical integration between SALI and the Kurtosys distribution cloud, which provides for up-to-date performance reporting and document distribution to SALI’s client base of US-based and international insurance carriers.

“For our customers such as SALI, efficient product data delivery is one of the most important elements of providing a leading administrative service,” said Bradley Mehl, Head of Customer Success at Kurtosys. “This collaboration between SALI and Kurtosys will streamline the data integration process, giving SALI’s clients immediate access to important performance, documents and data for the funds that they carry on the platform.”

The combined solution aims to facilitate compliance with the regulatory framework for disclosure of information and customize the investor experience, while also ensuring operational and technological efficiencies.

"For our customers such as SALI, efficient product data delivery is one of the most important elements of providing a leading administrative service,” said Bradley Mehl, Head of Customer Success at Kurtosys. “This collaboration between SALI and Kurtosys will streamline the data integration process, giving SALI’s clients immediate access to important performance, documents and data for the funds that they carry on the platform."

Kurtosys and SALI have partnered to deliver a state-of-the-art secure content portal which provides fund information displayed in a user-friendly manner. This enhanced user experience will allow clients to analyze fund performance relative to indices in an interactive manner as well as download data and documents associated with each fund.

Kurtosys also produces SALI’s fund factsheets using Kurtosys Documents as a fully automated solution which has helped reap further efficiency gains.

Additionally, the portal will soon offer users the ability to construct optimized portfolios of funds and model efficient frontiers using Kurtosys’ calculation and visualization engines. This tool is aimed at enhancing the client experience and will allow investors to explore the benefits of combining multiple IDFs to generate targeted investment profiles.

Cameron Vail, Chief Operating Officer at SALI, said “We are delighted to have strengthened our partnership with Kurtosys and reinforce SALI’s commitment to providing market participants with a centralized resource for all IDF information. We are confident users will appreciate the increased functionality of the enhanced portal and are excited about the further expansion of this offering in the coming months.”

About SALI Fund Services

Founded in 2002, SALI Fund Services provides a turnkey solution for the structuring and administration of Insurance Dedicated Funds (IDFs). Currently, SALI administers approximately $12.5 billion across 100+ IDFs for a broad range of asset managers, from boutique hedge funds to the largest wealth management institutions in the world.

More information at: www.sali.com