11/11/2010 – App-X announces key wins in the Investment Management space

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.