Strategic partnership, personalized to your firm

Implementation was extremely smooth. All other fund administration implementations had me sifting through thousands of lines and explaining transactions. Formulary picked it up and solved it, and being hands off on implementation was very helpful.

Formulary is a strategic partner, versus a service provider. Speed of iteration. Other providers build a product to “good enough” and assume it’s static. Formulary treats software and service the way they should be: a dynamic process that engages clients in what should be built and designed for them.

I have never seen anything close to the technology capabilities that Formulary has. In the past, we have always had to back into all the numbers. The platform is very helpful to validate calculations and streamline the audit process.