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Financial Services Client Type

Asset Manager

Experience across fund on-boarding and KYC support, reference data, trade processing, reconciliations, cost basis management, and investor reporting.

Hedge Fund Manager

End to end middle and back office, and P&L production support for hedge funds ranging from start-ups to multi-billion dollar funds.

Insurance Company

Support covering reference data, documentation, trade processing, and reporting activities.

Custodian and Prime Broker

Support functions across fund on-boarding, trade processing, portfolio reconciliation, statement production, invoicing, reference data and risk management.

Diversified Financial Services Firms

Suite of services across the trade lifecycle, middle and back office, reference data management, finance and accounting, client investor services, risk management and reporting.

Broker Dealer

Experience supporting 8 of the 10 largest broker dealers for 10 years across operations, risk, reference data, finance, and regulatory functions.

Fund Administrator

Supporting fund administrators across fund on-boarding, trade processing, fund accounting, investor services, and data management functions.