This is a short spoken client testimonial by Phil S. for Mainstream (an administration firm). Phil emphasizes Mainstreams flexibility compared with larger administrators, their ability to accommodate workflow nuances, near-zero personnel turnover (same contacts for multiple years), and strong responsiveness to unusual investor requests; he rates them highly and highlights personnel continuity as particularly valuable.
Chapters
We had talked to some larger administrators and they were fairly well set in their processes and it was really up to us to fit into the cookie cutter that they had created. Mainstream. They were much more flexible than the other administrators that we were talking to and they were able to accommodate us on any nuances. I mean, our trading is pretty straightforward, but they were able to accommodate us on any nuances that we had with respect to our particular client base and our workflow. They have no turnover. So we've been dealing with the same people throughout our multi year history with them. And so those people specifically all working at Mainstream, they're all really familiar with the way we do business and I find that to be really valuable. That actually is probably one of the most valuable things that I can say about Mainstream. Here's a very competent administrator, they're the right size, they're very responsive to any needs that we have. And even when we throw them curve balls out of left field, we've got some investor with some obscure request, they're very accommodative and they're very anxious to make sure that the information gets out to them. So I give them very high marks for that.