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Mutual Funds

Enterprise Content Management Solutions for Mutual Funds

Simplifying content management processes, NeoLedge ECM solutions help Mutual Fund organizations securely capture, store, retrieve and distribute electronic documents across their organization. With access to centralized information—fund managers can provide quick, relevant information to prospects and clients while gaining a 360° view of customer interactions, supporting cross-sell and upsell opportunities.


Provide Superior
Customer Service

With a complete view of client communication, Elise helps Mutual Fund organizations provide relevant information to prospects and clients through centralized management of funds. Enabling advisors to make faster, smarter recommendations—they’ll also be able to deliver increased support while uncovering opportunities for growth.


Secure and Organize
Digital Assets

Connecting documents, email and data in one central location, Enterprise Content Management solutions from NeoLedge help Mutual Fund organizations securely manage workflows and simplify business processes. With automated routing—advisors can deliver quotes, contracts, claims and account statements to clients in a matter of minutes.



Providing controlled access to sensitive content with user-defined employee permissions, Elise helps Mutual Fund organizations demonstrate adherence to regulatory requirements and compliance best practices. With certified authentication in addition to encryption—managers and customers can rest easy knowing that their content is kept safe.


Productivity Levels

ECM solutions from NeoLedge provide employees with a 360° view of customers and their interactions with the organization. Role-based dashboards help managers continuously monitor key performance indicators to improve operations. With automated processes in place, Mutual Fund companies can look forward to boosting customer service levels, as well as their bottom line.

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