Dash solution suite
Handling client new account requests, distributions, tax harvests and other account maintenance events are among most challenging and labor-intensive services for wealth managers to deliver.
Until now, firms looking to automate their wealth management operations have had to either make the best of the minimal workflow capabilities provided by their document management or back office systems, or embark on a lengthy, expensive and risky enterprise workflow implementation.
Peridrome's Dash suite provides specialized workflow capabilities that packaged products lack—without the cost and effort of “buy-and-build” development.
Dash offers state-of-the-art automated processing for managed accounts in a single web-based platform. Our scalable and customizable products integrate with your existing infrastructure, providing a total solution for efficient straight-through managed accounts processing and communications.
- Peridrome Portal provides the base platform for our applications, providing user profiling and management, as well as powerful workflow and sophisticated messaging capabilities.
- Peridrome Capture is a flexible solution for firms that need to translate unstructured client requests received by fax, email, file transfer and other channels into standardized messages for straight-through processing.
- Peridrome Dash is a highly extensible workflow solution for handling new account requests, contributions, distributions, terminations, tax harvests and more.