Solutions

When your managed investments business is ready to go to the next level, you’re ready for Peridrome.

Peridrome enables providers, servicers and distributors of managed investment products to grow their businesses, while maintaining efficiency and controlling cost. Our configurable solutions leverage your existing investments in technology by working with the core systems you have in place, rather than replacing them. Peridrome frees your IT resources to solve other business problems.

• Our Dash solution suite provides a robust set of tools to automate opening new account and maintenance services. Using Dash, managers, service providers and broker-dealers can easily automate review and validation of client requests, and design scalable business processes to streamline fulfillment and improve service quality.
• Peridrome’s ModelStream helps firms manage the updating, distribution, receipt and implementation of portfolio models used with managed investments. ModelStream enables publishers of models to control review and approval of changes to models, coordinate distribution of model updates to subscribers, and audit the history of changes to a base model, as well as its subscriber versions. Model receivers can streamline the review and implementation of portfolio changes from publishers.

Both Dash and ModelStream rely on Peridrome’s integrated natural language rules vocabulary and business process management (BPM) capabilities to allow firms to ensure compliance with key policies and procedures. Our solutions provide flexible options for communicating with business partners using email, file transfer and online messaging. In fact, Peridrome has been a leader in the development of communication standards for the managed solutions industry. All of our solutions allow your firm to easily tailor rules, workflows, user entitlements and screen displays so you can run your business your way.