To drive success, investment managers need to spend their time on clients, not investment operations. When facing disruptions or preparing for seasonal or end-of-year crunch time, you need expertise and you need it quickly. Our staffing solutions help offices address the planned–and unplanned–issues that every business encounters:
Our approach is to tailor our experience to your needs. A typical staffing firm offers a “one-size-fits-all” approach to investment management operations. However, we know every manager has a different set of challenges and needs; what suits an Asset Manager might be irrelevant to a Family Office.
That’s why we work closely with you to select the services you need to maximize efficiencies and growth.
Let us help manage your portfolio accounting, reconciliation & processing, data, reporting, billing, performance, composite maintenance, trade settlements, statements, cost basis, corporate actions, alternatives, Advent upgrades, custom solutions, consulting, automation, and compliance.
For Portfolio Management, you need a partner that can deliver an exceptional level of service so you can trade with confidence. Our fully outsourced operations provides all the necessary infrastructure without an increase of in-house technology and operations support.
You need to spend your time on clients, not investment operations. Our solutions are designed to enhance the client experience. By shouldering the weight of operations outside your core competencies, we allow you to reallocate vital resources to client service. You’ll be able to keep clients close with ease.
Once you’ve seen one family office, you’ve seen ONE family office. This uniqueness and complexity can be a challenge when trying to manage and aggregate vast complicated assets. We understand that complexity and have the deep expertise needed to step in quickly without disruption and allow the family office to focus on their top priorities.