Abakus Group
HQ Address
2332 Galiano St, Coral Gables, FL 33134, United States
Website Address
Business introduction
Saving advisors and brokers time and money with customized back office services and data analytics tools
Abakus Group partners with investment managers, family offices, financial advisors and brokers who seek to grow their businesses
To evolve a business and serve clients in today's fast-paced and complex market environment, it's vital to promote efficiency and focus on core competencies.
Our mission at Abakus is to help you serve your clients more effectively. Today’s high net worth client expects higher levels of service; by partnering with an experienced partner like us, you can position your firm to exceed those expectations.
Abakus Group Solutions
Jaamoon
A world-class Intuitive Investor Intelligence solution for financial services organization helps: Increase top line revenues Protect clients' investments Serve clients in a more systematic way Jaamoon is built on a technology platform that has capability to generate events based on rules, high volume transactional and statistical data, and real-time stock market data. ...
business needs
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Outsourcing
Our services are designed to take the burden off you by managing middle and back office functions, including portfolio management aggregation, processing, custom reporting and monitoring. As the asset management business grows in complexity, trading activity is more multi-faceted than ever before. In such an environment, it's critical that trades are......
business needs
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Reporting & Consolidation
Our services are designed simplify office procedures by: Streamlining recording of investment transactions. Analyzing and measuring client portfolio performance. Aggregating data from various sources. Tracking vital operational and financial information. Generating customized client reports. If you're looking to grow your financial advisory firm, family office, wealth management practice or separately managed account business, we'd appreciate the......
business needs
- Business Process Management & Outsourcing
- Client Communications & Reporting
- Data Management & Analysis
