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Willow Solutions INC. Software that thinks like you do.
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Screen Shots - Funds

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Investors/Subscribers
Funds
Reports

 

 

“I have been a satisfied client of Willow Solutions for almost ten years. They represent the perfect marriage of financial industry knowledge and systems expertise. Most importantly, they are very customer friendly and produce work that can be customized to meet our specific objectives. I would recommend them wholeheartedly.”

First Vice President
NYC Fund of Funds


 
 

Funds

With SubscriberScope, you can quickly and easily track an unlimited number of funds and their existing and potential investors.

Fund Information. Edit and track all the key information for your funds, including tax and financial information, fund strategy, and fund history. back to top

Fund Information

Reports by Subscriber Category. View subscriptions to any or all funds by the type of subscribers. back to top

Reports by Subscriber Category

Reports by Company . View subscriptions to any or all funds by the companies associated with the investments. back to top

Subscriptions by Company Report

* Screen shots are representative and in some cases are not exact reproductions of the screens referenced.

 

 
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Willow Solutions, Inc.85 Willow Street, New Haven CT 06511 USA203.777.5634info@willowsolutions.com