Services

Deep domain expertise.

Peridrome offers an unsurpassed depth of expertise in wealth management products and operations, plus technical expertise in analysis, software development and project management.

Peridrome provides strategic and tactical analysis, technical expertise and software solutions that enable firms to build operational scalability, increase business efficiency, and improve the end-user and client experience.

Coupled with our software solutions, our experience in managed accounts translates into faster, higher-quality results for end users.

• Peridrome's proprietary business process analysis methodology helps firms quickly document current state flows, identify opportunities to streamline and increase efficiency, and define enhanced processes that facilitate STP.
• Our reference technology architecture for wealth management operations provides a framework from which clients can build a road map for integrating core accounting and portfolio management systems, interfaces with clients and advisors, and reference data with business processes that are automated and scalable.
• Peridrome can design and build custom software solutions for automating trading, settlement and reporting functions. Our experience with the applications provided by major managed account distributors and service providers saves our clients time and frustration when integrating with existing systems.