For Asset Management

OFFERING DESCRIPTION

In the asset management arena, we offer comprehensive trade lifecycle services for custom and third-party applications for the front-, middle-, and back-office. We provide services for institutional and retail asset management, mutual funds, portfolio management, wealth management, and hedge funds.

KEY OFFERINGS

Our domain expertise in asset management spans:

  • Order management
  • Portfolio management
  • CRM
  • Portfolio and fund accounting
  • Record-keeping
  • Clearing and settlement
  • Transfer agency and fund administration
  • Risk and compliance
  • Billing and client reporting
  • Reconciliation
  • Corporate actions
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Financial Services Consulting