Solutions for service providers

Operational paradigm shifts within the managed investments industry are creating enormous opportunities for service providers. Peridrome’s flexible solutions help you meet client needs and exceed expectations, while adding value and increasing profitability.

Client service operations have long been perceived by industry participants as among the least scalable of all business functions. Service providers offer the promise of economies of scale, but need tools that can deliver operational leverage. Peridrome’s Dash solution suite makes achieving that a reality. With Dash, your firm can quickly deploy robust capabilities for automating new account opening and fulfillment of requests for distributions, tax harvests and more. Dash’s flexible rules and business process management framework give service providers the tools to manage the complexity of servicing multiple client firms while maintaining internal consistency of operations. And it’s easy to extend web portals to client firms when their team members need to participate in the process.

Your clients are wondering about making the transition to model delivery. Is your firm ready to support them? With Peridrome’s ModelStream, the answer is “yes.” ModelStream enables you to offer state-of-the art model sharing support, helping your clients manage the risk and communication challenges of publishing portfolio models. ModelStream is hosted by Peridrome, so there is no software to install, and it can be white labeled with your brand.