Back Office Service Bureau

Our Back Office Service Bureau offers variety of administrative options; from receiving gifts through working with your custodian to liquidate assets and buy into your investment pools, all the way through printing and mailing your grants letters and checks.

Back Office Service Bureau Features

• Seamless Processing of all investment related activities - PGFundConnection can integrate with your custodian, brokers and investment manager to provide fully automated processing of all investment activity including receipt of transactions, prices, positions and corporate actions.
• General Ledger and Accounting Integration
• Open Architecture Investment Strategies and Options
• Processing grants, printing and mailing your grants letters and checks
• Processing gifts, working with your custodian to liquidate the gifts and buy into the pool.
• Pools re-balancing
• Flexible Reporting Structures
• and much more...