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Willow Solutions INC. Software that thinks like you do.
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Screen Shots - Investors/Subscribers

Prospects
Companies
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


 
 

Investors/Subscribers

SubscriberScope provides the "big picture" of your investors. SubscriberScope tracks all transactions, contact information, compliance data and the relationships between subscribers.

Transaction History Report . View the complete history of subscribers, including contributions, withdrawals, transfers and changes, for any or all funds. back to top

Transaction History Report

Pending Transactions. Quickly review expected contributions, withdrawals and transfers, and track compliance workflow for all subscribers. back to top

Pending Transactions

* 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