Data Control Managed Services

Consistent, accurate data delivered to any system or workflow

Achieve a new level of operational control and efficiency while reducing risk and costs. Our solution technology, IT services and operational expertise will manage reconciliation across asset classes and process exceptions company-wide.

Manage, validate, match and reconcile data from any source

From connectivity and data acquisition to reconciliation and reporting, achieve a new level of operational control.

Fully Reconciled Data

Enterprise-wide Reporting

Real-time Exception Alerts

Intelligent Automation

Confirmation Matching

SWIFT-accredited Solution

Tailor support to your unique regulatory and operational requirements

Choose a flexible, scalable solution to help navigate new markets, or take advantage of hands-on expertise and ongoing support. We’ll manage reconciliation applications, the IT infrastructure and the operations staff.

Every asset class and business area

Cash, currencies and FX
Securities
Derivatives
Insurance
Reference data

Unrivaled experience and expertise

Single-supplier approach for managed services
Unique combination of deep knowledge, experience and insight
Operational transformation
Global 24-7 reach

Lower costs

Transparent, predictable pricing
Reduce time to market
Minimize manual intervention
Tap into new markets without capital expense
Minimize exceptions and associated costs

Leading-edge risk management

Early detection of trading, balance and transaction-related anomalies
Improved business activity monitoring and control
Real-time exception alerts
Enables fast-track investigation

See Product Specifications

How We Can Help

Be certain at every step, now and in the future

50+

Years experience in the financial services industry.

1,000+

Financial service firms serviced globally.

98%

Client revenue retention rate.

Resource

Recent Insights from the Wealth Industry

Resource

A Best Practice Approach for Business Monitoring and Control

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Let’s talk about
what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

REQUEST INFORMATION

22c-2 Compliance22c-2 Compliance

Advisor Resource CenterAdvisor Resource Center

Advisor WebsitesAdvisor Websites

Annual ComplianceAnnual Compliance

Asset ServicingAsset Servicing

Bank Debt and Loan TradingBank Debt and Loan Trading

Beneficial Proxy ServicesBeneficial Proxy Services

Billing and Expense ManagementBilling and Expense Management

Capital Markets DisclosuresCapital Markets Disclosures

Cash ManagementCash Management

Collateral ManagementCollateral Management

Communications Consulting Communications Consulting

Compliance and Regulatory Accounting Managed ServicesCompliance and Regulatory Accounting Managed Services

ConnectivityConnectivity

Consumer Preference and Profile ManagementConsumer Preference and Profile Management

Continuing EducationContinuing Education

Credit and Market RiskCredit and Market Risk

Data Management and ArchivalData Management and Archival

Data Management, Analytics and ReportingData Management, Analytics and Reporting

Derivatives Trade ProcessingDerivatives Trade Processing

Digital DeliveryDigital Delivery

Digital Experience ManagementDigital Experience Management

Direct MarketingDirect Marketing

Document CompositionDocument Composition

EDGARFormsEDGARForms

Enhanced PackagingEnhanced Packaging

Enhanced Proxy DesignEnhanced Proxy Design

Equity Trade ProcessingEquity Trade Processing

Expense Management and Fee ValidationExpense Management and Fee Validation

Expense Management Managed ServicesExpense Management Managed Services

Fixed Income Trade ProcessingFixed Income Trade Processing

Foreign Exchange Trade ProcessingForeign Exchange Trade Processing

Global Securities Class Action ServicesGlobal Securities Class Action Services

Global SWIFT ServicesGlobal SWIFT Services

Intelligent ProspectingIntelligent Prospecting

Intraday Risk MonitoringIntraday Risk Monitoring

Investment AccountingInvestment Accounting

Managed Reference Data ServiceManaged Reference Data Service

Managed Services, Hosting and IntegrationManaged Services, Hosting and Integration

Mobile AppMobile App

NewslettersNewsletters

Operational Risk ManagementOperational Risk Management

Performance and AttributionPerformance and Attribution

Performance Dashboards and Operational ReportsPerformance Dashboards and Operational Reports

Portfolio and Order ManagementPortfolio and Order Management

Portfolio Securities VotingPortfolio Securities Voting

Post Trade and Regulatory CompliancePost Trade and Regulatory Compliance

Post Trade Processing Managed ServicesPost Trade Processing Managed Services

Pricing and ValuationPricing and Valuation

Print Delivery and Postal OptimizationPrint Delivery and Postal Optimization

Print MarketingPrint Marketing

Professional ServicesProfessional Services

Proxy ServicesProxy Services

ProxyVoteProxyVote

Rapid OnboardingRapid Onboarding

ReconciliationReconciliation

Reconciliation Managed ServicesReconciliation Managed Services

Reference Data ManagementReference Data Management

Registered Proxy ServicesRegistered Proxy Services

Regulatory CommunicationsRegulatory Communications

Revenue Management and Fee BillingRevenue Management and Fee Billing

Sales and Asset ReportingSales and Asset Reporting

Securities FinanceSecurities Finance

SeminarsSeminars

Shareholder Data ServicesShareholder Data Services

SmartRoomSmartRoom

Sponsored Name PlacementSponsored Name Placement

Stock TransferStock Transfer

Tax ServicesTax Services

Virtual Shareholder MeetingVirtual Shareholder Meeting

Wealth Insight ServicesWealth Insight Services

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