About Peridrome

Tools to take advantage of a $40 trillion opportunity

With baby boomers edging closer to retirement, a $40 trillion transfer of wealth is projected to take place over the next decade.

A large percentage of these assets is expected to be invested in advice-driven products, including separately managed accounts (SMAs), unified managed accounts (UMAs), mutual fund wraps (MFWs), exchange-traded fund wraps (ETFWs) and other types of retail managed investments.

To make the most of this opportunity, your operations need to quickly and effectively service a growing base of accounts. Yet research shows that the managed account industry’s greatest scalability barrier is fulfilling client requests, such as new account openings, contributions, distributions and tax harvests.

Peridrome can help you take advantage of the industry’s growth opportunity by providing the solutions needed to deliver higher quality service for all types of managed accounts, including SMAs, UMAs, MFWs and ETFWs. When that happens, your company can surpass today’s limitations and prepare for whatever challenges tomorrow brings.

Unparalleled industry experience

Peridrome’s principals were among the first to recognize the industry need for a scalable managed account solution that could automate client processes and communications, while integrating with existing systems.

Our principals and associates have an unparalleled breadth of experience in managed accounts processing, retail brokerage operations, securities accounting, institutional buy-side and sell-side trading, technology architecture and software development.