Scaling Smarter: How Managed Services Help Fund Managers Navigate Tax Season and Beyond
In a high-stakes environment, fund managers must balance technology and human expertise to streamline workflows and enhance investor interactions.
Tax season for fund managers can expose workforce constraints even more acutely than preparing investor tax forms. In the lead-up to and delivery of K-1s and other tax documents, firms face a deluge of investor communications as the race to meet deadlines picks up pace. Success hinges on the seamless integration of process, manpower and robust technology.
From this perspective, a reliable system is essential — one where general partners (GPs) can seamlessly request information, limited partners (LPs) can respond, and both can communicate without resorting to emails or phone calls.
A centralized portal that offers GPs and LPs a single place to manage all relevant communications is critical for a smooth and efficient experience. Tracking activities across multiple platforms only complicates preparations and frustrates investors, whose aversion to working with disparate systems borders on loathing. In their eyes, good service is synonymous with ease.
Even with excellent technology, human oversight remains an essential and indispensable link in the chain. The question, then, is how to effectively manage a growing workload that is still dependent on human oversight.
Streamlining fund operations with managed services
SS&C Intralinks has a 25-year history of serving the GP-LP community, bringing together the largest network of fund managers and investors. Like our parent company, SS&C, we have deep experience in delivering managed services to ease the operational burdens our clients face.
One example is managing document assembly and publication on our InvestorVision™ portal. Our team of seasoned professionals — armed with best-in-breed technology — helps clients manage workloads effectively. Whether handling transactional artifacts such as capital calls, distributions or redemptions, portfolio documents such as quarterly statements, ad hoc investor notices or solicitation of investor proof points to aid in other processes, our experts can step in and take on a firm’s most tedious tasks. This allows firms to focus on high-value activities while ensuring the timely completion of supporting tasks without hiring additional staff.
Effortless investor onboarding and portfolio management
GPs rely on Intralinks’ onboarding solution and managed service offering around sub-doc construction — from rules base, to mapping, to publication — to accelerate investor onboarding.
And it’s not just the GP community we serve. LPs and their service providers, who manage portfolio and transaction documents across multiple investor-facing portals, use Intralinks InView™ to streamline access. Our document aggregation service assembles, categorizes and automates access to content, regardless of where it lives. This eliminates the tedium and time spent monitoring a constellation of logins and access points.
With Intralinks Managed Services for Alternative Investments, you can scale your team as needed, adding human expertise during critical events or temporary shortages — without the costs and commitments of long-term hires.
Our proven track record and unsurpassed commitment to customer satisfaction make us a trusted partner in the alternative investments solution space. Talk to Intralinks to learn how our technology and expert team can help you optimize your workload.