Business Process Outsourcing

Achieving operational excellence

Streamlined operations and business process are keys to ensuring maximum efficiency while reducing cost and mitigating risk. Our Business Process Outsourcing (BPO) services combine optimal technology with our business process expertise to help you achieve operational excellence.

Our BPO team and scalable technology integrate seamlessly into your infrastructure, helping you simplify complexity to achieve greater straight-through-processing for your post-trade operations. We’ll work together to rapidly identify issues and provide flexible solutions to minimize the risk of business disruption. By automating your operational tasks and processes, we enable you to focus on your core business to realize your primarily goal: Generating revenue and driving growth.

Core services include:

  • Trade confirmation / affirmation
  • Instruction to custodian prime broker
  • Settlement support
  • Failed trade monitoring
  • Portfolio administration: cash balance, transactional and position reconciliations
  • Cash management
  • Collateral management
  • Shadow fund accounting

Our Clients & Partners

We orchestrate scalable and flexible solutions across the entire investment value chain, so you can focus on growth.

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