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.

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.

Key Features of PFS-CONNECT include:

• Investor access
• Online dealing
• Broker-agent access
• Manager access
• Document repository