Front Office Solutions offers a digital platform with customized services.
Comprehensive & Customizable
A single source of complete data
Access to data when and how you need it
Customized to your investment and reporting process
Efficient & Effective
Enables greater operational efficiency
Access to experts and consultants to enable collaboration
Visibility holdings and asset classes
Quantitative Analytics
Analyze multiple factors to guide decisions
Model scenarios to assess the impact of volatility
Understand exposures and liquidity
Our Services
A hands-on onboarding approach
To meet your specific needs our team works closely with you from the due-diligence phase to pre-implementation and launch. Your data is structured to include historic information and conversions, database integration, technical application and robust reconciliation.
Client service
Listening to our clients is the core of our business strategy. Front Office Solutions leads technology innovation through human-centered design and exceptional client service. Our business model organizes teams around our clients under the functions of technology, service, consulting and operations. This hub and spokes model facilitates rapid and effective innovation.
Holistic support for the whole office
Research Management
Contact, event and document management
Security master for historical, prospective, peer, and active investments
Custom properties and views
Pipeline tracking
Research topic tracking
Performance & Risk Management
Customizable asset groupings and models
Six return methodologies
Performance (lagged and unlagged) contribution and attribution
Our open architecture strategy is aimed at providing clients with Increased efficiency, interoperability and transparency at all points of the investment lifecycle. Front Office Solutions brings leading-edge capabilities to the front office through a blend of technological sophistication, advanced fit-for-purpose data and deep expertise.