SYS-CON MEDIA Authors: Adine Deford, Cynthia Dunlop, Harry Trott, Xenia von Wedel, Peter Silva

News Feed Item

METIS Financial Network Launches New Marketing and Management Platform for Funds

METIS Financial Network announces a new Alternative Investment Marketplace, METIS Fund Portal (www.metisfundportal.com). METIS Fund Portal gives alternative funds (private, venture and hedge) the ability to complement their existing capital-raising efforts by marketing their offerings to a global network of accredited investors and advisors, and allows all parties involved to seamlessly manage data, documents and communications throughout the investment lifecycle.

Monterey Financial Services is the first company to use METIS Fund Portal to globally market their new $50 million fund and manage the participating investors. “We’re thrilled to launch METIS Fund Portal with Monterey on board,” said Joy Hou, CEO of METIS. “The Monterey team has been instrumental in contributing their knowledge and experience as we continue to refine the Fund Portal to address practical challenges faced by fund managers."

“Monterey has been a growing leader in consumer financing, loan servicing and delinquent debt recovery since 1989. To continue that growth, we have decided to expand our investor base,” said Chris Hughes, president and CEO of Monterey Financial Services. “We selected METIS Fund Portal because it enables us to market globally and manage locally, while providing full transparency to our investors.”

METIS’ technology enables Monterey to communicate directly with potential investors, and manage the entire lifecycle of the investment efficiently and cost-effectively. METIS also collaborates with Monterey on marketing efforts, to bring an even greater impact to the fund.

“Historically, the investment process has been highly fragmented,” said Hou. “We’ve developed a solution that brings together fund managers, advisors, and accredited investors (individuals, family offices and institutions) to form an investment network. Investors gain access to a new universe of investment opportunities; managers are exposed to entirely new pool of potential capital; and advisors have a new range of investment vehicles to offer to clients. Our solution is both balanced and comprehensive: it serves the unique needs of all parties, and extends beyond marketing through to management."

Advisors and investors focused on alternative investments may use METIS Fund Portal to search for investment opportunities, conduct due diligence, express interest, request further details, submit accreditation documents and electronically execute all documents. Fund managers may verify investor accreditation, communicate directly with any prospect and accept or reject investment requests. Once closing documents have been executed, the relationship between all parties in the investment network is centrally managed through the platform. Advisors and investors may view portfolio concentration and individual fund performance, and continue to communicate with fund managers directly. Fund managers may easily share fund documents and financials, and retain a centralized location where all investor information and investment activity is easily accessed.

METIS Fund Portal has a particular focus on supporting new and emerging fund managers, who are often working with minimal resources as they manage investments and investor relationships. METIS not only provides them with greater reach, but also provides the infrastructure to support growth. The Fund Portal simplifies the process of qualifying accredited investors, makes it easy to communicate with current investors, and provides transparency throughout the process to help managers navigate the complex regulatory environment. To support continued growth as managers and advisors scale operations, METIS also offers enterprise-level solutions that enable transparent, secure and centralized management of all aspects of their operations.

About METIS Financial Network

METIS delivers enterprise management solutions that centralize business intelligence, processes and people to create a trusted operating Network of Everything. METIS uses advanced technology and industry knowledge to develop solutions unique to the financial, real estate and public sectors. To learn more, visit www.metisfn.com.

About Monterey Financial Services

Providing receivables financing solutions since 1989, Monterey has been a growing leader in Consumer Financing, Loan Servicing, and Delinquent Debt Recovery. As a premier consumer financing company, Monterey’s clients receive optimal results whether using any one or a combination of the company’s financial solutions. With the launch of the company’s $50 million fund, Monterey offers fixed rate 1-year notes backed by performing consumer receivables at 6%, 7% or 8% with the possibility of a profit participation. To learn more, visit www.montereyfinancial.com.

More Stories By Business Wire

Copyright © 2009 Business Wire. All rights reserved. Republication or redistribution of Business Wire content is expressly prohibited without the prior written consent of Business Wire. Business Wire shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

Latest Stories
The 3rd International Internet of @ThingsExpo, co-located with the 16th International Cloud Expo - to be held June 9-11, 2015, at the Javits Center in New York City, NY - announces that its Call for Papers is now open. The Internet of Things (IoT) is the biggest idea since the creation of the Worldwide Web more than 20 years ago.
"We help companies that are using a lot of Software as a Service. We help companies manage and gain visibility into what people are using inside the company and decide to secure them or use standards to lock down or to embrace the adoption of SaaS inside the company," explained Scott Kriz, Co-founder and CEO of Bitium, in this SYS-CON.tv interview at 15th Cloud Expo, held Nov 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA.
15th Cloud Expo, which took place Nov. 4-6, 2014, at the Santa Clara Convention Center in Santa Clara, CA, expanded the conference content of @ThingsExpo, Big Data Expo, and DevOps Summit to include two developer events. IBM held a Bluemix Developer Playground on November 5 and ElasticBox held a Hackathon on November 6. Both events took place on the expo floor. The Bluemix Developer Playground, for developers of all levels, highlighted the ease of use of Bluemix, its services and functionalit...
The 4th International DevOps Summit, co-located with16th International Cloud Expo – being held June 9-11, 2015, at the Javits Center in New York City, NY – announces that its Call for Papers is now open. Born out of proven success in agile development, cloud computing, and process automation, DevOps is a macro trend you cannot afford to miss. From showcase success stories from early adopters and web-scale businesses, DevOps is expanding to organizations of all sizes, including the world's large...
Some developers believe that monitoring is a function of the operations team. Some operations teams firmly believe that monitoring the systems they maintain is sufficient to run the business successfully. Most of them are wrong. The complexity of today's applications have gone far and beyond the capabilities of "traditional" system-level monitoring tools and approaches and requires much broader knowledge of business and applications as a whole. The goal of DevOps is to connect all aspects of app...
SAP is delivering break-through innovation combined with fantastic user experience powered by the market-leading in-memory technology, SAP HANA. In his General Session at 15th Cloud Expo, Thorsten Leiduck, VP ISVs & Digital Commerce, SAP, discussed how SAP and partners provide cloud and hybrid cloud solutions as well as real-time Big Data offerings that help companies of all sizes and industries run better. SAP launched an application challenge to award the most innovative SAP HANA and SAP HANA...
When an enterprise builds a hybrid IaaS cloud connecting its data center to one or more public clouds, security is often a major topic along with the other challenges involved. Security is closely intertwined with the networking choices made for the hybrid cloud. Traditional networking approaches for building a hybrid cloud try to kludge together the enterprise infrastructure with the public cloud. Consequently this approach requires risky, deep "surgery" including changes to firewalls, subnets...
Want to enable self-service provisioning of application environments in minutes that mirror production? Can you automatically provide rich data with code-level detail back to the developers when issues occur in production? In his session at DevOps Summit, David Tesar, Microsoft Technical Evangelist on Microsoft Azure and DevOps, will discuss how to accomplish this and more utilizing technologies such as Microsoft Azure, Visual Studio online, and Application Insights in this demo-heavy session.
DevOps is all about agility. However, you don't want to be on a high-speed bus to nowhere. The right DevOps approach controls velocity with a tight feedback loop that not only consists of operational data but also incorporates business context. With a business context in the decision making, the right business priorities are incorporated, which results in a higher value creation. In his session at DevOps Summit, Todd Rader, Solutions Architect at AppDynamics, discussed key monitoring techniques...
Cultural, regulatory, environmental, political and economic (CREPE) conditions over the past decade are creating cross-industry solution spaces that require processes and technologies from both the Internet of Things (IoT), and Data Management and Analytics (DMA). These solution spaces are evolving into Sensor Analytics Ecosystems (SAE) that represent significant new opportunities for organizations of all types. Public Utilities throughout the world, providing electricity, natural gas and water,...
The security devil is always in the details of the attack: the ones you've endured, the ones you prepare yourself to fend off, and the ones that, you fear, will catch you completely unaware and defenseless. The Internet of Things (IoT) is nothing if not an endless proliferation of details. It's the vision of a world in which continuous Internet connectivity and addressability is embedded into a growing range of human artifacts, into the natural world, and even into our smartphones, appliances, a...
How do APIs and IoT relate? The answer is not as simple as merely adding an API on top of a dumb device, but rather about understanding the architectural patterns for implementing an IoT fabric. There are typically two or three trends: Exposing the device to a management framework Exposing that management framework to a business centric logic Exposing that business layer and data to end users. This last trend is the IoT stack, which involves a new shift in the separation of what stuff happe...
The Internet of Things is tied together with a thin strand that is known as time. Coincidentally, at the core of nearly all data analytics is a timestamp. When working with time series data there are a few core principles that everyone should consider, especially across datasets where time is the common boundary. In his session at Internet of @ThingsExpo, Jim Scott, Director of Enterprise Strategy & Architecture at MapR Technologies, discussed single-value, geo-spatial, and log time series dat...
An entirely new security model is needed for the Internet of Things, or is it? Can we save some old and tested controls for this new and different environment? In his session at @ThingsExpo, New York's at the Javits Center, Davi Ottenheimer, EMC Senior Director of Trust, reviewed hands-on lessons with IoT devices and reveal a new risk balance you might not expect. Davi Ottenheimer, EMC Senior Director of Trust, has more than nineteen years' experience managing global security operations and asse...
The Internet of Things will greatly expand the opportunities for data collection and new business models driven off of that data. In her session at @ThingsExpo, Esmeralda Swartz, CMO of MetraTech, discussed how for this to be effective you not only need to have infrastructure and operational models capable of utilizing this new phenomenon, but increasingly service providers will need to convince a skeptical public to participate. Get ready to show them the money!