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McDonald Partners provides greater transparency to clients
Paris | June 24, 2019 – eFront, the world’s leading alternative investment management software and solutions provider, announced today that McDonald Partners, a full-service brokerage and investment advisory firm, has gone live with eFront Invest to manage their front to back office activities for both private equity and real estate asset classes.
Requiring a more sophisticated alternative to non-standardized spreadsheets and following a thorough due diligence process, McDonald Partners selected eFront as their solution for structuring and analyzing data, promoting informed decision-making, and providing greater transparency to advisors and clients. The implementation of eFront Invest will allow them to improve tracking of key metric data, while better managing deal pipelines and contact networks, and accounting, cash transaction and reconciliation processes. Furthermore, this advancement will enable McDonald Partners to organize vital fund and portfolio data, including years’ worth of historical records, within a robust and comprehensive dashboard.
Thomas McDonald, CEO of McDonald Partners, stated, “For our firm, the implementation of eFront is a big step toward harnessing the data of our funds and utilizing it to make investment decisions. Most importantly, though, the software empowers us to distill our information into a digestible format that provides greater transparency to our clients.”
Mark Bramley, Managing Director North America at eFront, commented, “We are pleased to be supporting McDonald Partners in streamlining their processes. Our solutions incorporate three elements that are crucial to their operations: reporting, performance tracking, and overall management of funds, providing a deeper overview of their fund and portfolio data. Through this, they will be able to generate more accurate insights to aid in delivering the highest possible quality of service and advice to their clients.”
About McDonald Partners
Founded by Thomas McDonald in 2005, McDonald Partners provides a variety of investment management and brokerage services, offering comprehensive solutions with a customer-centric focus. McDonald Partners LLC is an SEC-registered investment adviser and broker-dealer headquartered in Cleveland, Ohio, with offices throughout Northern Ohio and Michigan. Registration as an investment adviser does not imply a certain level of skill or training. More information about McDonald Partners including advisory services and fees can be found in Part 2A of the firm’s Form ADV, which is available at www.adviserinfo.sec.gov. Securities are offered through McDonald Partners LLC, member FINRA & SIPC.
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