Our managed services combine deep industry experience and a solid track record of success in helping Investment Advisors, Wealth Managers, Family Offices, Asset Managers, Broker-Dealers, and Private Banking firms achieve their technology, data, application, and infrastructure growth goals.
Our services and support teams work closely with you to ensure that your business is not disrupted while implementing transformational elements like migrating your applications to the cloud for hosting services, developing custom solutions, automation, co-sourcing and outsourcing solutions, or advanced reporting strategies.
Maintain insight to portfolio performance through dashboards, benchmarks, reporting, attribution, valuation, modeling, returns, risk, and GIPS composite management.
Gain control over your private equity with our reconciliation, reporting, distribution waterfall & NAV calculations, alternative investment statement updates & processing, and M&A.
Streamline your cost basis workload with our reconciliation and reporting, tax lot sync & baseline, dividend reclassification, realized gains/loss, wash sales, & corporate actions.
Achieve the performance, reliability, and security that the cloud brings to host your applications and IT infrastructure in Microsoft Azure’s private cloud environment.
Complete suite of services such as Advent upgrades, automation, troubleshooting, backups, BCDR, cybersecurity, compliance, custom solutions, support & maintenance.
Streamline your data strategy with rules, conversions, migrations, integrations, validation, aggregation, cleanup, feeds, extracts, and interfaces.
Take control of reporting with our customizable, automated reporting, workflow, and billing solutions.
Let us help manage your portfolio accounting, data, reconciliation & processing, reporting, billing, performance, composite maintenance, trade settlements, training, and consulting.