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METIS Financial Network Launches New Marketing and Management Platform for Funds

METIS Financial Network announces a new Alternative Investment Marketplace, METIS Fund Portal ( METIS Fund Portal gives alternative funds (private, venture and hedge) the ability to complement their existing capital-raising efforts by marketing their offerings to a global network of accredited investors and advisors, and allows all parties involved to seamlessly manage data, documents and communications throughout the investment lifecycle.

Monterey Financial Services is the first company to use METIS Fund Portal to globally market their new $50 million fund and manage the participating investors. “We’re thrilled to launch METIS Fund Portal with Monterey on board,” said Joy Hou, CEO of METIS. “The Monterey team has been instrumental in contributing their knowledge and experience as we continue to refine the Fund Portal to address practical challenges faced by fund managers."

“Monterey has been a growing leader in consumer financing, loan servicing and delinquent debt recovery since 1989. To continue that growth, we have decided to expand our investor base,” said Chris Hughes, president and CEO of Monterey Financial Services. “We selected METIS Fund Portal because it enables us to market globally and manage locally, while providing full transparency to our investors.”

METIS’ technology enables Monterey to communicate directly with potential investors, and manage the entire lifecycle of the investment efficiently and cost-effectively. METIS also collaborates with Monterey on marketing efforts, to bring an even greater impact to the fund.

“Historically, the investment process has been highly fragmented,” said Hou. “We’ve developed a solution that brings together fund managers, advisors, and accredited investors (individuals, family offices and institutions) to form an investment network. Investors gain access to a new universe of investment opportunities; managers are exposed to entirely new pool of potential capital; and advisors have a new range of investment vehicles to offer to clients. Our solution is both balanced and comprehensive: it serves the unique needs of all parties, and extends beyond marketing through to management."

Advisors and investors focused on alternative investments may use METIS Fund Portal to search for investment opportunities, conduct due diligence, express interest, request further details, submit accreditation documents and electronically execute all documents. Fund managers may verify investor accreditation, communicate directly with any prospect and accept or reject investment requests. Once closing documents have been executed, the relationship between all parties in the investment network is centrally managed through the platform. Advisors and investors may view portfolio concentration and individual fund performance, and continue to communicate with fund managers directly. Fund managers may easily share fund documents and financials, and retain a centralized location where all investor information and investment activity is easily accessed.

METIS Fund Portal has a particular focus on supporting new and emerging fund managers, who are often working with minimal resources as they manage investments and investor relationships. METIS not only provides them with greater reach, but also provides the infrastructure to support growth. The Fund Portal simplifies the process of qualifying accredited investors, makes it easy to communicate with current investors, and provides transparency throughout the process to help managers navigate the complex regulatory environment. To support continued growth as managers and advisors scale operations, METIS also offers enterprise-level solutions that enable transparent, secure and centralized management of all aspects of their operations.

About METIS Financial Network

METIS delivers enterprise management solutions that centralize business intelligence, processes and people to create a trusted operating Network of Everything. METIS uses advanced technology and industry knowledge to develop solutions unique to the financial, real estate and public sectors. To learn more, visit

About Monterey Financial Services

Providing receivables financing solutions since 1989, Monterey has been a growing leader in Consumer Financing, Loan Servicing, and Delinquent Debt Recovery. As a premier consumer financing company, Monterey’s clients receive optimal results whether using any one or a combination of the company’s financial solutions. With the launch of the company’s $50 million fund, Monterey offers fixed rate 1-year notes backed by performing consumer receivables at 6%, 7% or 8% with the possibility of a profit participation. To learn more, visit

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