SYS-CON MEDIA Authors: Liz McMillan, Sean Houghton, Glenn Rossman, Ignacio M. Llorente, Xenia von Wedel

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 BPM world is going through some evolution or changes where traditional business process management solutions really have nowhere to go in terms of development of the road map. In this demo at 15th Cloud Expo, Kyle Hansen, Director of Professional Services at AgilePoint, shows AgilePoint’s unique approach to dealing with this market circumstance by developing a rapid application composition or development framework.
SYS-CON Events announced today Isomorphic Software, the global leader in high-end, web-based business applications, will exhibit at SYS-CON's DevOps Summit 2015 New York, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Isomorphic Software is the global leader in high-end, web-based business applications. We develop, market, and support the SmartClient & Smart GWT HTML5/Ajax platform, combining the productivity and performance of traditional desktop software ...

ARMONK, N.Y., Nov. 20, 2014 /PRNewswire/ --  IBM (NYSE: IBM) today announced that it is bringing a greater level of control, security and flexibility to cloud-based application development and delivery with a single-tenant version of Bluemix, IBM's

"BSQUARE is in the business of selling software solutions for smart connected devices. It's obvious that IoT has moved from being a technology to being a fundamental part of business, and in the last 18 months people have said let's figure out how to do it and let's put some focus on it, " explained Dave Wagstaff, VP & Chief Architect, at BSQUARE Corporation, in this SYS-CON.tv interview at @ThingsExpo, held Nov 4-6, 2014, at the Santa Clara Convention Center in Santa Clara, CA.
The major cloud platforms defy a simple, side-by-side analysis. Each of the major IaaS public-cloud platforms offers their own unique strengths and functionality. Options for on-site private cloud are diverse as well, and must be designed and deployed while taking existing legacy architecture and infrastructure into account. Then the reality is that most enterprises are embarking on a hybrid cloud strategy and programs. In this Power Panel at 15th Cloud Expo (http://www.CloudComputingExpo.com...
"Our premise is Docker is not enough. That's not a bad thing - we actually love Docker. At ActiveState all our products are based on open source technology and Docker is an up-and-coming piece of open source technology," explained Bart Copeland, President & CEO of ActiveState Software, in this SYS-CON.tv interview at DevOps Summit at Cloud Expo®, held Nov 4-6, 2014, at the Santa Clara Convention Center in Santa Clara, CA.
The Internet of Things is not new. Historically, smart businesses have used its basic concept of leveraging data to drive better decision making and have capitalized on those insights to realize additional revenue opportunities. So, what has changed to make the Internet of Things one of the hottest topics in tech? In his session at @ThingsExpo, Chris Gray, Director, Embedded and Internet of Things, discussed the underlying factors that are driving the economics of intelligent systems. Discover ...
SYS-CON Events announced today that Windstream, a leading provider of advanced network and cloud communications, has been named “Silver Sponsor” of SYS-CON's 16th International Cloud Expo®, which will take place on June 9–11, 2015, at the Javits Center in New York, NY. Windstream (Nasdaq: WIN), a FORTUNE 500 and S&P 500 company, is a leading provider of advanced network communications, including cloud computing and managed services, to businesses nationwide. The company also offers broadband, p...
The move in recent years to cloud computing services and architectures has added significant pace to the application development and deployment environment. When enterprise IT can spin up large computing instances in just minutes, developers can also design and deploy in small time frames that were unimaginable a few years ago. The consequent move toward lean, agile, and fast development leads to the need for the development and operations sides to work very closely together. Thus, DevOps become...
SYS-CON Media announced today that Aruna Ravichandran, VP of Marketing, Application Performance Management and DevOps at CA Technologies, has joined DevOps Journal’s authors. DevOps Journal is focused on this critical enterprise IT topic in the world of cloud computing. DevOps Journal brings valuable information to DevOps professionals who are transforming the way enterprise IT is done. Aruna's inaugural article "Four Essential Cultural Hacks for DevOps Newbies" discusses how to demonstrate the...
Verizon Enterprise Solutions is simplifying the cloud-purchasing experience for its clients, with the launch of Verizon Cloud Marketplace, a key foundational component of the company's robust ecosystem of enterprise-class technologies. The online storefront will initially feature pre-built cloud-based services from AppDynamics, Hitachi Data Systems, Juniper Networks, PfSense and Tervela. Available globally to enterprises using Verizon Cloud, Verizon Cloud Marketplace provides a one-stop shop fo...
AppZero has announced that its award-winning application migration software is now fully qualified within the Microsoft Azure Certified program. AppZero has undergone extensive technical evaluation with Microsoft Corp., earning its designation as Microsoft Azure Certified. As a result of AppZero's work with Microsoft, customers are able to easily find, purchase and deploy AppZero from the Azure Marketplace. With just a few clicks, users have an Azure-based solution for moving applications to the...
“In the past year we've seen a lot of stabilization of WebRTC. You can now use it in production with a far greater degree of certainty. A lot of the real developments in the past year have been in things like the data channel, which will enable a whole new type of application," explained Peter Dunkley, Technical Director at Acision, in this SYS-CON.tv interview at @ThingsExpo, held Nov 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA.
SYS-CON Events announced today that IDenticard will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. IDenticard™ is the security division of Brady Corp (NYSE: BRC), a $1.5 billion manufacturer of identification products. We have small-company values with the strength and stability of a major corporation. IDenticard offers local sales, support and service to our customers across the United States and Canada...
SYS-CON Events announced today that AIC, a leading provider of OEM/ODM server and storage solutions, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. AIC is a leading provider of both standard OTS, off-the-shelf, and OEM/ODM server and storage solutions. With expert in-house design capabilities, validation, manufacturing and production, AIC's broad selection of products are highly flexible and are conf...