Supporting Institutional Investors

Integrated middle office with scalable, reliable operations and full coverage to help you navigate complex compliance landscapes

What we do

OUR VALUE

One single platform to help institutional asset managers unify teams, systems and reporting, so they can manage growth and acquisitions without adding operational complexity.

How we help

SOLUTION HIGHLIGHTS

01

Integrated Middle Office

Connect seamlessly with custodians, administrators and brokers. Our platform is designed to integrate fully with third-party trade order and portfolio management systems, delivering timely, multicurrency IBOR, efficient trade flows and exacting precise reconciliation.

02

Scalable, Predictable Operations

Bring new asset classes and investment types to market faster with fixed, transparent operating costs and streamlined workflows that help you scale with confidence.

03

Comprehensive Coverage & Compliance

Support complex institutional vehicles with customized reporting, aggregate performance data and corporate actions processing for accuracy and compliance.

What you gain

BENEFITS AT A GLANCE

Managed Account Solutions supported an institutional asset manager with integrating multiple boutiques, teams, locations and systems after acquisitions, helping to reduce operational complexity, scale offerings and improve ROI.

Scale Across Distribution Channels

Support multiple investment teams and product types on one platform. A single security master and integrated workflows help you serve accounts across all channels.

Enhance Revenue Opportunities

Legacy technology can drain resources. A unified platform helps you reduce risk, speeds up new product launches and improves the ROI of acquisitions.

Simplify Complex Integrations

Connect counterparties, reporting systems and global asset classes on one service model, which helps streamline operations across locations and investment structures.

By the numbers

CLIENT OUTCOME

5K

accounts served over multiple acquisitions

$50B+

AUM over multiple acquisitions*1

1 AUM growth is influenced by client inflows as well as market movements, as of June 30, 2025

READY TO TALK ABOUT
WHAT'S NEXT?

Learn more about our platforms and solutions