100% Remote • Australia-Ready

IT/Web/Tech Support for Funds & Asset Management

Remote web support, investor reporting workflows, and systems maintenance for Australian fund managers. Direct software engineering, wholesale investor portal support, automated NAV dissemination, and registry webhook pipes.

View Support Plans (from A$199/mo) → Request Tech Consultation
NAV Dissemination & Fact Sheets Investor Portal & Registry Sync 24–48 hr SLA A$50/hr Overflow
Practice Context

Solving Fund Manager Technology Bottlenecks

Fund managers, investment trusts, and asset management firms require polished investor-facing web assets, reliable communication channels, and automated reporting workflows. We provide remote technical support to maintain websites, troubleshoot investor portals, configure domain systems, and connect operational tools.

Asset managers need smooth digital operations and fast website upkeep without the expense of hiring an in-house developer. An external remote support team provides senior technical capability on demand.

How Our Engineering Desk Helps

  • Maintain, update, and secure fund manager websites and investor information portals
  • Automate data ingestion, report compilation, and monthly document distribution
  • Configure domain DNS, SPF, DKIM, and transactional email infrastructure
  • Connect and troubleshoot data flows between investor CRMs and external feeds
  • Maintain security hygiene, access controls, MFA setup, and backup verification
  • Handle scoped technical projects such as portal upgrades or digital tool migrations

Asset Management Ecosystem

Typical Integrations & Practice Workflows

Our engineers connect, maintain, and troubleshoot core fund portal systems, performance data feeds, and CRM onboarding pipelines.

01
Market Data Ingestion

Automated ingestion of Morningstar fund performance metrics into web reporting tables.

02
Investor Portal Links

Secure, authenticated investor portal routing and monthly unit price display updates.

03
Multi-Currency Billing

Integration with Airwallex and Stripe for subscription fees and cross-border invoicing.

04
Digital Mandate Execution

Annature and DocuSign compliant workflows for wholesale investor application forms.

05
Automated Fact Sheet Dispatch

Monthly PDF fact sheet generation pipelines linked to transactional email delivery.

Operational Troubleshooting

Common Technology Glitches in Fund Management

Real friction points encountered by boutique and wholesale fund managers resolved by our technical desk.

Investor performance tables and unit price charts showing out-of-date or broken figures.
Resolution: Automate data pipeline scripts connecting registry feeds directly to web display templates.
Manual overhead compiling monthly performance fact sheets and distribution lists.
Resolution: Build dynamic PDF assembly workflows that populate live figures and dispatch to investors via email.
Fund announcement dispatches and distribution notices being blocked by corporate spam filters.
Resolution: Configure dedicated email subdomains, enforce DMARC compliance, and set up custom DKIM signing.
Wholesale investor application forms losing uploaded identification files on mobile devices.
Resolution: Optimize multipart form handlers, enforce client-side file validation, and enable resumable uploads.
Lack of responsive technical support to handle ad-hoc website and operational updates.
Resolution: Provide guaranteed remote engineering response times for time-critical investor communication releases.

Frequently Asked Questions: Funds & Asset Management

Clear information regarding NAV feeds, investor portals, support retainers, and AFSL wholesale perimeter clarity.

Can you help update and maintain our monthly fund performance pages? +

Yes. We handle scheduled content updates, document uploads, and table/chart formatting so your public materials are always current.

  • Prompt turnaround within 24–48 hours of monthly fund figures release.
  • Mobile-responsive table and performance chart updates.
  • PDF fact sheet upload and download link verification.
Can you automate our fact sheet generation and investor emails? +

Yes. We configure automated workflows that take updated performance data, generate formatted PDFs or web views, and distribute them to your investor list.

  • Automated merge templates with dynamic performance metrics.
  • Transactional email dispatch via SendGrid or Postmark.
  • Audit logs on all distribution batches.

Streamline investor reporting and secure fund digital infrastructure.

Plans start from A$199/month with 50% rollover protection and pre-approved A$50/hr overflow rates.

View Plans & Retainer Rates → Speak with Us
Important Regulatory & Service Disclaimers

Infrastructure & Custody Notice: Infrastructure & Custody Notice: MCR Global provides remote web engineering, systems integration, API connectivity, email/DNS administration, and technical maintenance services as an independent external technical provider. MCR Global does not take ownership or custody of client CRM databases, proprietary customer records, or domain assets. All scripts, integrations (e.g., Xplan, Xero, HubSpot), and DNS configurations are deployed within client-controlled tenants under delegated administrative permissions. The client practice retains ultimate administrative control and responsibility for final deployment approvals and software licensing.

Non-Provision of Regulated Advice: We do not provide financial advice, financial product advice (general or personal), Australian Financial Services Licensing (AFSL) services, credit assistance or Australian Credit Licensing (ACL) services, legal counsel, or formal accounting and taxation advice. Any technological configuration or integration is implemented purely under client direction and operational scope.

Trademark Disclaimer: All third-party product names, logos, registered trademarks, and brand references (including but not limited to Xero, MYOB, QuickBooks, NetSuite, Stripe, Ezidebit, Airwallex, Iress Xplan, AdviserLogic, PractiFi, Class Super, BGL, Microsoft 365, and Google Workspace) are the property of their respective trademark holders. Reference to them on this website does not imply any affiliation, sponsorship, endorsement, or commercial association.