BPO for Wealth Management & Fund Administration

Devoting time to customer relationships over back-office processes

Services /Business Process Outsourcing /BPO for Banking & Financial Services /BPO for Wealth Management & Fund Administration

Address Cost, Compliance and Retention

In the wealth management industry, reducing costs and inefficiencies is vital to stay ahead of the increasing administration burden of back and middle office processes. Through business process outsourcing (BPO), we can help enhance your fund and portfolio accounting, fee management and audit support capabilities through business intelligence and cognitive automation.

You will realize less complex and more cost-effective environment as you improve program administration, revamp processes and transform digital landscape. And you will enhance your market share through improved wealth management and fund administration processes. Learn how BPO helps you better position yourself to outpace the competition.

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A New Digital World

Sixty-one percent of financial services and insurance companies are moving away from traditional, vertically integrated business models. Are you one of them? Our white paper focuses on recent research, highlighting trends and technology.


Our Services

Fund Administration

Enhance your funds and portfolio accounting, fee management and net asset value functions with our business intelligence and cognitive automation capabilities.


Implement strategies that improve your competitive dynamics with our automation capabilities across your dividend and position reconciliation, portfolio and fund level reconciliations.

Everest ranked us as a Leader in its BFS Risk and Compliance IT Services PEAK Matrix Assessment. – July 2020