About Butterfield Fulcrum
The Butterfield Fulcrum Group of companies offers comprehensive outsourcing solutions across the alternative investment management, family office and trust industries. Our client relationship model recognizes the need for a relationship manager to act as a single point of contact for a client in their own time zone. With robust processes and advanced technology, you are assured of exceptional consistency in servicing and reporting delivery.
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Fund Administration Service Model
Client Integration
Our dedicated Client Integration (CI) team consists of experienced senior people who handle all aspects of fund on boarding activities. The team has extensive operations, project management and industry experience. The CI team works very closely with our Operations teams and is an integral part of the fund administration process for our clients.
Accountability
Whether you are launching a new fund, transitioning existing funds from another administrator or are currently self administered, you will be introduced to a dedicated Client Integration Relationship Manager (CIRM) who will be available to provide advice and answer all queries on any aspect of the whole integration process.
Knowledge and Experience
Our CIRM’s are senior people with accounting, MBA or project management qualifications. They have worked for the company for a minimum of four years (some in multiple offices and some much longer) and have spent significant time in operations cutting NAV’s.
Predictability and Transparency
The CIRM will prepare a simple, easy to understand project plan and communicate regularly with you to ensure all necessary tasks are completed for a smooth launch.