Solution introduction

Achieve greater operational efficiency by partnering with INDATA for back office managed services

Create operational efficiency, reduce costs, and improve transparency with industry-leading best practices for outsourced investment management. Realize these benefits and more with INDATA’s investment management outsourcing

Back office investment management solutions
With INDATA’s back office managed services, firms can tap INDATA experts to support a wide range of managed services related to portfolio accounting, including:

  • Outsourced investment management that involves INDATA acting as an extension of the operations team for back office portfolio accounting activities involving system administration.
  • Complete portfolio accounting and wealth management outsourcing with an experienced, and scalable services tech team for back office investment operations related to portfolio accounting and daily data reconciliation.
  • Compliance-as-a-Service (CaaS) whereby, INDATA experts take on tasks related to pre-trade and post-trade compliance rules setup and administration.

 

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