A scalable SMA operating environment to boost efficiency

Managing SMA investments, also known as fee wrap-up accounts, in today’s climate can be extremely challenging, especially with evolving industry standards and the ever more complex competitive landscape. To grow assets for your separately managed investment accounts, you must offer superior client service and provide a distinctive investor experience.

Build the foundation you need for long-term growth on our fully integrated separately managed account operating platform. To optimize your business functions and help you meet the escalating demands of today’s SMA industry, our solution lets you better control business and compliance risk, gain insight into, and transparency from, your data, and efficiently manage your operations. 

Our efficient operating environment integrates all the necessary components of a state-of-the art SMA outsourcing solution, including:   

  • Account administration
  • Reconciliation
  • Corporate actions
  • DTC settlements
  • Security master
  • Performance composite support
  • Administrative trading services

Learn more about our services for separately managed account managers

Contact us to learn how you can use our products and services for a customized solution for your SMA outsourcing needs. 

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Our Solution for Investment Managers

Turn infrastructure into competitive advantage

Our comprehensive investment operating platform is designed to support all major asset classes and investment vehicles across diverse investment strategies and jurisdictions

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