Business Process Outsourcing

Achieving operational
excellence

Solutions built around your needs

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

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

Related Resources

Our BPO Solution

Let the experts manage your business processing needs.

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Clients & Partners

We partner with the largest public and private funds in the world.

News and Insights

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