Middle Office Solutions

Services

Complete Trade Lifecycle Monitoring - We ensure trade settlements in 18+ countries including developed and emerging markets. 100% successful track record since 2019 for existing client
Client Reporting - We leverage smart automation solutions to deliver routine client requirements such as daily trading updates, monthly reports and portfolio reconciliations
Regulatory Reporting - Leverage excel based macro programming to automate regulatory reporting requirements such as MIFIR / MIFID requirements
Industry Databases Reporting - Manage all reporting to institutional databases such as eVestments, Mercer, Morning Star and Cambridge Associates. Making it easier for Institutional Investors to find you
Automation and Process Improvement - Partner with client to find opportunities to reduce headcount or save time by developing smart automation and process improvements

About

Managed equities middle office for Asset Manager with $200million in Assets under Management

Founders

Experience - We have successfully managed equities middle office for an emerging markets equities asset manager for 3 years with a 100% settlement record

Automation and Process improvement - We have experts in excel VBA programming that can automate routine data management tasks making for error free and efficient operational processes

Tailored solutions - We do not sell software, but a tailored solution along with the staffing to meet your specific needs

Reasonable Pricing - We do not have the overhead costs of big banks nor the fixed costs of in-house operations. Therefore, we are able to offer you quality services at reasonable prices

Leading heavy engineering contract manufacturer based in Chennai

Emerging Markets Asset Manager with $200 million in Assets under management

Specialists in ServiceNow implementations

Testimonials

Email & Phone

Address

Regd. Address: 68 B, Pocket 4

Mayur Vihar Phase 1, Delhi 110091, India

Contact