Managed Services

Agile, flexible and scalable managed services that grow with you

Optimise your operations for greater speed, scale and resilience

Many financial institutions are grappling with multiple systems and processes to keep up with growing and evolving regulatory obligations, data volumes, and business complexity.

Often reliant on outdated legacy technology, fragmented manual processes, and constant maintenance, these firms are increasingly concerned about the vulnerability of their operations to change or disruption. And now there's a talent shortage to contend with. Staff with highly specialist skills are becoming increasingly difficult to find and retain, and scaling to growth means adding more headcount - with all the associated challenges and costs.

Finding an agile and cost-effective way to optimise operations is becoming critical.


Reduce risk, staffing requirements, and total cost of ownership

We provide flexible and scalable managed services that reduce risk and total cost of ownership of your reconciliations, data aggregation, settlements, client fee billing, messaging and payments. 

Leveraging hundreds of collective years of experience in investment operations, we partner with you as an extension of your IT and operations teams to create more agile, best-in-class processes that enable you to enhance client outcomes, drive business growth, and immediately achieve cost savings and increased efficiency.

We offer a flexible set of deployment options which enable you to optimise multiple processes, maintain complete data integrity, and achieve peak performance 24/7 throughout your entire organisation. 

With a consistent, centralised environment managed by highly skilled industry, regulatory and operational experts, you can minimise the complexity, expense and risk of managing different technologies, processes and dependencies across departments, business lines, and regions, as well as redeploy teams across other areas of your business, without losing control of your own processes or systems. 

“Gresham's Managed Services positions us well for our future growth by providing the flexibility to handle only the part of the process we want outsourced and on a gradual basis, rather than take a bigger leap to full outsourcing through a big-bang approach which could potentially increase our operational risk.”
Andrew Weichert, Operations Manager, WCM Investment Management


In assets moved daily by our solutions


Reduction in reconciliation time by Managed Services user


Unique data feeds aggregated

Managed Services gives you

Rapid scalability

Scale up or down easily and cost effectively without adding more staff, software or infrastructure.

Lower TCO

Start saving from day one with reduced infrastructure and staffing costs.

Increased productivity

Boost process efficiency and team productivity by starting each day 10 steps ahead in your process, while alleviating staff skill and retention challenges.

Operational excellence

Rely on our highly skilled operations and technology experts overseeing every aspect of your data, systems and infrastructure 24/7/365.

Full control

Maintain total control of your platforms, data, processes, and compliance and audit requirements.


Use our services whenever you want or need to, whether on a daily, monthly, quarterly, or other frequency basis.

Continuous process improvement

Improve straight-through-processing and respond rapidly and completely to incoming regulatory and audit requirements, as well as customer and third-party requests.

Team efficiency

Take the heavy lifting off your team, repurpose staff towards higher value tasks, retain top talent, and control overhead costs.

Reporting efficiency and transparency

Eliminate errors and manual reporting with complete data integrity and centralised, automated regulatory changes and reporting processes.

Rapid integration with operations ecosystem

Get production-ready in just days with fast, flexible implementation and integration.

Technology leadership and a pain-free partnership

Where to next?


The single, go-to source for automating process and data validation, reconciliation and reporting


Dynamically optimise all your enterprise messaging and data connectivity


Find out how the Clareti platform powers our solutions

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