If your processes and technical infrastructure are weighed down by managing technology and data, your options for growth are seriously limited. Integrating complex systems, collecting data, and manually matching trades introduces numerous types of risk into the process, and are not where investment managers should be spending their precious time and resources. Automated out-of-the-box controls, accessible data, and an expert service team are the best way to take the pressure off your staff while achieving scale, reducing risk, and focusing on what your business does best.
We help firms across the entire investment management universe – from buy-side hedge funds, pension funds, sovereign funds and fund administrators, to wealth managers, private banks and family offices – go beyond automation to alleviate the burden of managing technology and data inhouse. By providing the tools and expertise you need to digitise, right-size and optimise your operations, your firm is better equipped to attain long-term efficiency and growth.
Built for scale, our fast, flexible, data agnostic reconciliation and exception management solutions and managed services provide confident and efficient processing, integrated data, and granular control across the entire enterprise to prevent service failure, financial loss, or reputational damage and risk.
Increase efficiencies across trade matching, data aggregation, reconciliation, exception management, trade settlement, and client fee billing. Our post-trade workflow solutions, available as a managed service, software-as-a-service or on-premise, streamline middle and back-office processes across your investment operations ecosystem. Fully configurable for complex controls and environments, we provide out-of-the-box capabilities for fast, easy implementation.
With more than 30 years of experience in investment management operations, we empower buy-side and sell-side firms to: