Products

VF Web™

This service is available to all users of the popular Visual FAST transfer agency system. VF Web is a powerful and elegant way for mutual funds and third party service providers to offer shareholders and dealers access to their account online.

The system is highly configurable and can support a broad range of operations such as:

• Account Inquiry
• ECore - Electronic Correspondence and Delivery of:
  
  
  • Statements
  • Confirmations
  • Tax Forms
  • Prospectus Documents
  • Mutual Fund Reports
    
  
  
• Online Enrollment
• Online Transactions
• Secure Message Center with Automated E-Mail Acknowledgments
• Manage Automated Investment Plans