Will your back office systems still be viable in two years?

As a company’s volume or asset classes grow, many older systems quickly reach their limits.  This results in rapidly increasing operational costs for processing data for internal or external needs.  Column A can help you make good decisions about incorporating internal and outsourced accounting services, strategizing your company’s next-steps and more.

Back office managers know that in addition to the basics, reconciliation and reporting flexibility can streamline or inhibit work-flow.  Many companies live with the daily challenge of keeping their accounting systems up-to-date and reconciled with multiple custodians, performance measurement, compliance, and fund accounting systems.

What about your analysis needs?  Are they being met?

Our consultants are experts in data integration planning, mapping, integrating, warehousing and presenting that data.  This continual collection and cross referencing of data across multiple systems and sources is where some of our most important work is done.  We can save you deployment time by working with proposed or existing systems to configure, streamline, and automate your analysis methodology and data collection needs in these areas.

Areas of Expertise:

• Portfolio & Fund Accounting
• Custodial Systems Integration & Reconciliation
• Analysis Support
• Performance Attribution
• Research Management
• Portfolio Modeling
• Portfolio Dashboard Review