Streamline Operations

Learn how streamlined operations can free your team to focus on growth

What we do

OUR VALUE

A unified platform spanning institutional, retail and private wealth channels empowers you to automate operations, connect data and dedicate more time to making informed investment decisions.  

How we help

SOLUTION HIGHLIGHTS

01

Automation

Automate key processes including portfolio accounting, reconciliation, document management, activity tracking and performance management. A single book of records helps connect investment decisions to account actions while improving data visibility.

02

Integration

Easily connect with custodians, administrators and brokers for efficient trade flows, automated multi-currency reporting and exacting reconciliation. Managed Account Solutions makes integration with trade settlement platforms and SWIFT messaging simpler, with real-time status views. 

03

Support

For large and complex institutional investment portfolios, our middle office outsourcing provides customized, consultative support. We help you process corporate actions, manage compliance with investment policies and access customized reporting, variation margin and aggregate performance data.

What you gain

BENEFITS AT A GLANCE

Managed Account Solutions helped one asset manager deploy advanced technology, offering additional products while improving operational efficiency.

Scale Across Distribution Channels

Accelerate efficiencies with a platform that helps streamline operations across products and distribution channels.

Boost Revenue Opportunities

Simplify operations across products and channels to free up resources, allowing your team to focus on investment management and revenue growth.

Improve Data Visibility & Control

Access interconnected views of trades, cash and performance. Seamless custodian and broker integration helps you manage risk and respond to client needs with confidence.