In today’s uncertain markets and as competition becomes more global, fund managers and wealth managers face a battle in retaining customers. With so many firms offering wealth management products, differentiation is crucial to growth. Financial services firms seeking to transform their traditional approach to wealth management products will find our innovation and IT enablement services valuable.

We develop IT solutions that address the needs of the entire asset and wealth management segment including:

• Mutual funds
• Hedge funds
• Institutional investment funds
• Private wealth management
• Separately managed accounts

Services include:

• Application development, maintenance and support (front office, middle office and back office operations)
• Implementation and support of third-party products such as PACE, SimCorps, etc.
• BPO services in customer relationship management and HR services
• Knowledge services (research and analytics)
• Consulting services for third-party product evaluation