Computrol's Pooled Funds Management system is an integrated system that manages pooled investment funds of state and regional governmental units and university trust funds. PFM's versatility allows a participant to have multiple accounts that can invest in multiple products. For convenience in servicing the client, the account information is summarized at the participant level.

PFM Benefits

• Maximize returns

  PFM allows state governments to provide a needed investment expertise to smaller state government units and state educational institutions. Most of these entities cannot afford to staff their own researchers and investment advisors. While participants benefit from the services of the state's professional money management, the state not only generates fee income for their services but also maximizes investment returns with higher rates for larger blocks of money.

• Augment participant service

  PFM helps the state government offer convenience to their participants. Using user designed searches, information requested in response to phone or e-mail inquires is accessed rapidly. Participants can opt to purchase and sell in dollars or shares. Correspondence and statements are user designed and can report information in an easily read and understandable format.

• Increase control

  PFM increases control through flexible options and automated tasks. Using parameters, the state can readily define processing controls, management reports and participant correspondence. Rejected items are displayed for review, corrected and resubmitted for processing, deleted or held for further research. Correction processing eliminates the manual effort of multiple transactions.

PFM Features

The Pooled Funds Management system can easily be Web-enabled or connected to customer networks, PCs, call centers or other delivery channels. Some of its more important features are:

• Periodic and daily income
• Withholding
• Fees
• Pre-authorized drafts
• Telephone exchange
• Income reclassification
• Reinvestment
• Systematic withdrawals
• Internal transfers
• Aggregate processing
• Market value inquiry
• Exception item controls
• Correction processing
• Government reporting