APPELLO SERVICES OFFERS THE FOLLOWING SERVICES:

• A web-enabled unit registry system that provides workflow automation, full customer relationship management (CRM) capability and sophisticated business intelligence (BI) functionality
• Web-based interfaces to support investor maintenance (name, address, email, mobile, phone plus other demographic data)
• Web-based interfaces to support application and redemption processing
• Electronic document management and storage
• Investor communication services (e.g. Statements – mail, email, SMS)
• Real-time fund status reporting (applications, redemptions, investor list, No. of units, fund size)
• Interfaces to support fund accounting activities (unit pricing, etc)
• Web-based customised interfaces to support unique fund administration functions (e.g. integration with call centres)
• PIE Tax Calculation
• IRD communication
• Advisor/broker communication and integration.