BACK OFFICE RECONCILIATION

Accusource will manage and recommend the most effective data feed suited to your situation. We will take away the daily overhead of keeping your system live and accurate.  Schedule a conversation today to see how we can help your Operations Department.

NEW ACCOUNT PROCESSING

We worked closely with the client to analyze the new account-opening process by utilizing proven methodologies. This expertise helps us identify wasteful steps in the workflow that represent major opportunities for improvement. We then develop a series of recommendations for a solution that would lower operational costs, reduce error rates and improve the quality of the new client experience.

PERFORMANCE HISTORY UPDATING

We know how important it is to be able to, not only identify the cause of performance bottlenecks occurring in real time, but also provide information to help resolve performance issues in many cases, at precisely the specific point it happened in the past. This ensures overall product stability as well as opportunities for improvements.

CLIENT REPORTING

The quality of client reports is the single most important thing. Client reporting perhaps once was underestimated by asset managers, Accusource realizes it’s absolutely critical to client success. By separating data sourcing and report generation, this allows for consistent and controlled storage of commentary with alert capabilities.

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