Who we serve

Shared opportunities for improved profitability.

Whether you’re seeking an out-of-the-box or custom solution to suit your firm’s unique needs, Peridrome can help you achieve higher-quality processing and communications. The benefits of our solutions vary according to your [business segment], but they can provide all clients with greater productivity, improved client service and increased profitability.

• Investment managers can streamline processes for greater speed and efficiency. Communications are transparent, integrated and automated, ensuring ongoing regulatory compliance. And Peridrome solutions can tie in with your back-office system for straight-through processing (STP).

  Peridrome solutions will also prepare you for the growing number of sponsor relationships your business will need to grow. That’s one reason scalability is such a challenge. And it’s a major reason for adding Peridrome solutions.

• Broker-dealers and other distributors can streamline communications and bring it all online, so they can better adapt to changing business conditions. A single web-based point of entry can be used to communicate internally and with investment managers, rather than using faxes and e-mails, to improve advisor and client service.

  The expansion of models distribution is requiring sponsors to aggregate operations, pushing the scalability barrier for numbers of accounts serviced. Peridrome enables sponsors to implement tightly-controlled, exception-based processes that automate routine service operations, bringing the type of scalability to managed accounts products common to other retail investment products.

• Service providers, including operational outsourcers to turnkey asset management providers and independent broker/dealers, can enhance advisor and client service while improving profitability.