Automated solutions for wealth management operations

 Until now, firms interested in automating their wealth management operations have had to choose between making the best of the minimal workflow capabilities provided by their document management or back office systems, or otherwise embarking on a lengthy, expensive, and risky program to implement an enterprise workflow platform, develop the customized user interfaces and databases necessary to manage routine client requests, and code the necessary integrations with core accounting and trading systems.

 No longer. Peridrome's software solutions provide state-of-the-art workflow and BPM infrastructure for managed accounts in a single integrated platform with a true web-based user interface. Instead of spending time and money solving technology problems, firms can focus on designing high-quality, scalable business processes that coordinate both human and automated tasks.

	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.