11/11/2010 – App-X announces key wins in the Investment Management space
App-X is proud to announce two new AIM clients.
McNally Capital is a Multi-Family Office and Fund Manager based in Chicago. Previous to working with App-X, McNally Capital was unsatisfied with their investment management system, it simply did not fit their needs. They came to App-X seeking out a customized solution that directly fits their business needs.
Plexus Capital, a middle-market SBIC private equity fund manager, is based in Charlotte. Plexus had been steadily growing since 2005 with a robust investment methodology. As their business grew into a third fund, they needed a system to improve productivity and scale the firm without adding staff or complexity. App-X configured AIM to fit the unique fundraising and investing workflows already in place at Plexus.