Introducing Pinnacle Connect: Your Essential Resource for Fund Insights and Success

At Pinnacle Fund Services, our primary focus is on serving you—our valued clients and industry partners. That’s why we’re excited to introduce Pinnacle Connect, a new initiative designed with your needs at the forefront. In today’s fast-paced environment, we know your time is valuable, and we are committed to delivering content that is not only relevant but also directly beneficial to your success.

What Pinnacle Connect Offers You

Pinnacle Connect is all about providing you with the insights and updates that matter most. We’ve carefully curated a range of topics to help you navigate the complexities of fund management and stay ahead in the industry. Here’s a glimpse of what we have in store:

• Guidance for Running a Fund: Receive actionable guidance tailored to your daily operations, from compliance challenges to integrating new technologies.

• Operational Efficiencies: Learn strategies to enhance productivity, reduce costs, and streamline your fund’s operations, helping you focus on what truly matters.

• Technology Enhancements: Stay updated on the latest advancements in fund management technology, enabling you to improve efficiency and accuracy in reporting.

• Best Practices in Fund Administration: Access insights on the most effective strategies for managing and administering your funds, ensuring you remain at the forefront of industry standards.

• Pinnacle News and Updates: Stay connected with the latest developments at Pinnacle, including new initiatives and partnerships designed to better serve you.

• New Products and Service Offerings: Explore the innovative solutions we are developing to help you achieve your goals more effectively and efficiently.

• Regulatory Updates: Stay informed on the latest regulatory changes and how they impact your business, ensuring you remain compliant and prepared.

• Portfolio Data Insights: Gain valuable insights into the latest trends in Portfolio Data and ESG, helping you integrate these critical factors into your investment strategies.

• Case Studies and Success Stories: Learn from real-world examples of how we’ve helped clients like you grow and manage their funds successfully.

Building on a Strong Foundation

Since our founding by David Smith and Keith Donald in 2011, Pinnacle has been dedicated to your success. Our team of over 100 professionals across Canada, the United States, and our new office in Valencia, Spain, is committed to serving over 120 clients with $65 billion in assets under administration. From traditional strategies to innovative approaches like private equity and venture capital, we are here to support your unique needs.

Introducing New Services for Your Advantage

As part of our ongoing commitment to providing you with the best possible service, we have launched a comprehensive family office reporting service through our proprietary Pinnacle Power platform. This service is tailored to the specific needs of family offices, offering detailed reporting and analytics to enhance your decision-making process.

We’re also leading the way in Portfolio Data reporting, including ESG metrics, to provide you with the insights you need to meet the expectations of your investors and stakeholders.

Strengthening Our Partnership

Your trust and partnership are the cornerstones of our success. Pinnacle Connect is our way of deepening that relationship, ensuring you have the tools and information you need to thrive in an increasingly complex environment. We are committed to listening to your feedback and continuously improving how we serve you.

Thank you for being an integral part of the Pinnacle community. We look forward to growing our connection with you through Pinnacle Connect and supporting your success every step of the way.

Sincerely,

David Smith, Keith Donald, Alex Chapman.