Solutions for investment managers

Today, investment managers have more work than ever supporting existing traditional managed account operations while at the same time transitioning to model sharing with their distribution partners. When you need to do more with less, Peridrome’s solutions can help turn pain into process, and put you back in control.

• Our Dash solution suite streamlines and automates client new account opening, tax harvesting, distribution processing, and more. DashWM is built upon industry standards for account origination and maintenance, and DashXC adds support for email, fax, file transfer and other common channels of sponsor communications. Flexible natural language rules and integrated business process management allow you to put your operational policies and procedures online, and enhance your management of distributor relationships.
• Peridrome’s ModelStream addresses managers’ critical need to bring control to the sharing of portfolio models with distribution partners. Using ModelStream, you’ll be able to automate the review and approval of portfolio model changes, and then publish approved changes to multiple subscribing recipients according to your trading policies. ModelStream tracks each recipient model individually, so you can verify the exact state of a given model at any point in time. And you’ll know exactly who submitted and approved each change and when.