Smart^TM Money Market Fund Portfolio Management System

• How can I ensure Rule 2a-7 compliance?
• How much room do I have under SEC and policy compliance limits?
• Is there an easier way to combine portfolio management with trade ticketing?

Managing a money market fund is more demanding and complicated than ever. That's why we created the Smart portfolio management system.

Smart’s portfolio analysis tools include compliance tests, cash flow projections, historical “as-of” reporting, extensive graphing, and trade ticket generation. Operational details like rate changes and maturities are handled with ease. Unlike spreadsheet programs, Smart places both current and historical portfolio data at your fingertips. These features allow money managers to spend less time on operational concerns and more time on portfolio management.