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FTP SERVICE OFFERINGS
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Master Custodian
PGFundConnection™ will not only provide data aggregation
services for all asset information, but will also become the
system of record for all client assets. As such, PGFundConnection™
will provide full donor fund accounting including private-label
web access for donor and integration with the client's general
ledger package and other internal applications.
All Asset Types
In addition to accounts managed by external investment managers,
PGFundConnection™ can hold all asset types from external
brokerage accounts, appreciated securities and insurance policies,
to loans, real estate and other sundry assets.
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