Leveraging on Windstream partners' years of experience in this area, our team becomes an extension of your organization. With Windstream, your customers can experience a more efficient client onboarding process and improved satisfaction.
Effective onboarding with all documentation related to the fund (supplements, prospectuses, KIIDS, bank instructions) completed on time.
Ensure the fund administrator has properly calculated both management and performance fees.
Prepare questionnaires, respond to investor queries, and attend in-person meetings, if required.
Review investor statements produced by fund administrator before delivery to investors
60 East 42nd Street
Suite 4600
New York, NY 10165
