Products

Total solutions for enhanced client service.

Handling new account requests, contributions, distributions, tax harvests and other processing demands can be labor-intensive, unless these processes are streamlined and automated.

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 provides the specialized workflow capabilities packaged products lack—without the cost and effort of an enterprise workflow implementation.

We offer state-of-the-art automated support 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 Dash is a highly extensible workflow solution for handling new account requests, contributions, distributions, terminations, tax harvests and more.
• 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.