INTEGRATED MIDDLE OFFICE SOLUTIONS 

A flexible, technology agnostic platform with modular services

What we do

OUR VALUE

Transform your operating model and boost growth with our Integrated Middle Office Solutions. Our flexible, technology-agnostic platform grows with you as you expand into new markets and asset classes. Our seamless integration with leading OMS providers connects your front, middle and back office, supporting your long-term strategy.

How we help

PLATFORM CAPABILITIES HIGHLIGHTS

01

Advanced Technology

Leverage our scalable, modular cloud-based platform that helps minimize risk and provides faster insights. With AI-driven optimization, multi-tenant standardization and our commitment to ongoing innovation, benefit from cost savings and faster discovery across the trade lifecycle.

02

Operating Model Transformation

Gain tighter integration across your infrastructure with end-to-end data. Our services extend into the front office, helping to reduce operational overhead and risk. Expert advice and integration with our back-office services help streamline workflows, providing greater efficiency.

03

Predictable Implementation & Comprehensive Support

Rely on our proven, collaborative approach to deliver timely transformation with confidence. Our single, global platform and service model support your needs wherever you are, offering flexibility through adaptable models and deep OMS expertise.

What we offer

OUR SOLUTIONS

An integrated suite of solutions for your investment servicing needs

What you gain

BENEFITS AT A GLANCE

Enable Your Operating Model for Growth

Manage complexity and expand confidently into new regions, jurisdictions and asset classes. Our scalable services help your middle office to supports business growth, while AI-driven models enhance efficiency and client experience.

Increase Front-Office Visibility

Get timely, accurate portfolio data for enhanced risk monitoring and decision-making. Direct front-to-middle integration, IBOR services and flexible data models and feeds give you transparency to structure and manage portfolios with confidence.

Manage Costs

Help lower fixed costs by outsourcing non-core services and reducing spend on infrastructure. Significant ongoing investment in our platform helps you benefit from ongoing enhancements without significant capital expenditure or high-effort oversight.

By the numbers

MARKET LEADERSHIP

Our Integrated Middle Office Solutions is trusted by firms worldwide. Benefit from our global scale, experience and resources.

$4.8T

assets under administration

$25M+

annual technology investment

~114

full-service and
component clients

31+

years of experience

~16K+

investment accounts

20M+

annual transaction volume

As of June 30, 2025

READY TO TALK ABOUT
WHAT'S NEXT?

Learn more about our platforms and solutions