We leverage the Internet across all our businesses, seeking even more opportunities for you to reduce costs and increase satisfaction among your various customer groups.


AssetDirectionsSM

AssetDirectionsSM is an Internet-based managed account platform for mutual fund wrap sponsors. Built on our proven SuRPASTM subaccounting system and cutting-edge Internet technology, AssetDirections offers a private-label solution to wrap sponsors, enabling you to effectively administer your managed account programs and meet the unique servicing requirements of the advisor community. A full-service offering, AssetDirections features a robust online interface and complete back-office services, including transaction processing, shareholder accounting, asset allocation model management, performance measurement and sales reporting.
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DAZL®

DAZL®, PFPC's electronic data transfer tool, enables fund companies to provide instant access to the most current mutual fund and client account information. Integrated with a wide variety of portfolio management software applications and mainframe systems, DAZL allows you to deliver information through the Internet or more traditional methods. This means DAZL gives you a powerful tool to enhance the service you provide to your various distribution partners, including financial professionals, broker/dealers, trust companies and TPAs.


IMPRESSNet®

Our IMPRESSNet® suite of products comprise comprehensive Internet solution that meets the needs of retail investors, 401(k) plan sponsors and participants, sales professionals and institutional money managers. With IMPRESSNet, you reach each customer group with the most appropriate information, including real-time account access, financial transactions, cross-selling opportunities and value-added services.

Operating from your web site, IMPRESSNet is designed to be easily customized and invisible to your shareholders, retirement plan participants or institutional clients. It also includes a unique advisor portal that enables financial professionals to access and service their entire client base across fund companies - all with one easy login.


IMPRESSPlus®

IMPRESSPlus® is the integrated answer to all your customer sales and servicing needs. It links your current operational legacy systems, allowing you to report, manage and integrate information based on the way you do business. IMPRESSPlus automates all essential customer management functions and puts complete fund account information, transaction history and previous contact records at your fingertips.

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E-Business Solutions

AssetDirectionsSM

DAZL®

IMPRESSNet®

IMPRESSPlus®