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FundRunner Software : Run It All^™

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FundRunner began as the dream of three friends in the days of dot-com boom San Francisco in 1998. The first-of-it’s-kind Investor Relationship Management software became the de facto standard for high net worth and institutional investment managers to track and distribute all of their information and communications regarding assets under management. I, Patrick Yore, joined the FundRunner team in early 2000 as the fifth employee and Director of Marketing when it had only one client and not even a logo. Then, through an ambitious, unified marketing effort, I eventually helped build the company value to $10 Million and take the company public in 2006. I had the challenge and freedom of fostering a newly hatched business entity from it’s genesis. The fact that nothing was established upon my arrival was both a blessing and a curse, but one that I welcomed voraciously every day. We’re glad to present you with the most deep and all encompassing marketing system we’ve ever developed. Exploring and exploiting the newest and most powerful communications tools along with traditional goals of compelling messages, we created a six year effort that still resounds today.

Client Feedback :

"I highly recommend Patrick Yore for any advertising, design or marketing efforts you desire. He brings an unmatched level of creativity, style and professional manner to every project he undertakes. I first worked with Pat in 1995 while I was Operations Manager of Robertson Stephens Investment Management.  We had replaced a major ad agency with a more hands on, boutique agency, Rd/Fox. Pat was the driving creative force that took a challenging project with a demanding audience and successfully altered internal perceptions of what our marketing messages would include. A few years later as I was starting my current company, I hired Mr. Yore to create our logo and corporate identity on a contract basis. Thoroughly pleased with the results, we then hired him as our permanent Creative Director/Marketing Specialist. Pat not only tackled the creative roles with confidence but, in our start-up environment, also handled all logistical matters with printers, publications, and even trade shows. Because of this it is no exaggeration that he has been integral to the success of my company, Financial Interactive, Inc."

Robert I. Goldbaum - Chief Strategy Officer & Founder


Download the FundRunner Case Study PDF

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