Marcal Systems Corporation
Office phone +1 847-265-****
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Homepage http://marcal.com
LinkedIn Profile https://linkedin.com/company/marca***dministr***
HQ Location
United States , Illinois, Lake Villa500 Park Avenue, #114 Lake Villa, IL 60046 United States
Marcal Fund Administration has changed its name to Great Lakes Fund Solutions, Inc. Our Web site is www.glfsi.com
As a transfer agent, Great Lakes Fund Solutions tracks capital movements among investors and their net investment for purposes of adjusting investor commission rates. We calculate continuing service fees payable to selling agents, both on an upfront and trailing basis.
We believe that supporting the sales force is an integral part of supporting the fund and provide Web-based reports to selling agents and to custodians for their own reconciliations. Various analytical reports are also provided to the trust owners or general partners for their own planning and reconciliation.
We provide sales material fulfillment to brokers.
Investor statementing can be handled through DTCC AIP, email, USPS and a hosted investor Web portal.
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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