Run it All™

FundRunner began as the dream of three friends in the days of dot-com boom San Francisco in 1998. The first-of-its-kind Investor Relationship Management software became the de facto standard for high net worth and institutional investment managers to track and distribute all of their information and communications regarding assets under management. We partnered with FundRunner in early 2000 when it had only one client and not even a logo. Then, through an ambitious, unified marketing effort, we eventually helped build the company value to $30 Million then be acquired SS&C Technologies.