Last updated on July 7th, 2019 at 02:48 pm
Milwaukee-based UMB Fund Services has created a mobile app to allow clients to view their investment information on the go.
The app, UMB Fund Services FastPro, displays a user’s historical data and reports, investor demographics and fund performance information, and is available on both Android and Apple devices. UMB previously offered FastPro only on a web browser.
Tailored to hedge fund and private equity fund managers, the app allows asset managers to generate reports on-demand and securely download documents. It is also available to fund investors who would like to access their investor statements, K-1 reports and audit information.
“Technology is changing the way our clients operate, and in response, we’ve taken our award-winning reporting solution and given it mobile capabilities,” said Chad Allen, managing director of alternative investments at UMB Fund Services. “The industry is demanding real-time data now, and we must have a solution ready that provides the information clients need from any device.”