Separately Managed Account Managers

A comprehensive, fully integrated operating solution, that lets you keep focus on product management and asset growth and retention

A scalable operating environment to boost efficiency

Managing investments in today’s climate can be extremely challenging, especially with evolving industry standards and the ever more complex competitive landscape. To grow assets, 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 operating platform. To optimize your business functions and help you meet the escalating demands of today’s SMA industry, our solution lets you to 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 solution, including:   

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

 

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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