Technology architecture and implementation planning

Peridrome's reference architecture for managed accounts operations helps firms quickly identify functional and integration requirements for straight-through processing (STP) of the most scale-sensitive business transactions.

By anticipating multiple inbound communication channels, and coordinating core and workflow systems, firms can dramatically increase operational efficiency and prepare for online delivery of account servicing.

Our reference architecture enables firms to pinpoint gaps in existing technology platforms and applications that hinder full automation. It also provides a framework from which clients can:

• Build a road map for integrating core accounting and portfolio management systems
• Create interfaces with clients, service providers, investment managers and advisors
• Develop reference data for business processes that are automated and scalable

For more information about Peridrome's technology consulting services, please contact us