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Providing a full range of asset and wealth management services for leading financial companies worldwide.

Volatility in the capital markets is a constant. Controlling costs, while being flexible enough to react to changing global demands for new investment products, is critical.

Our experience with wealth management service providers is extensive. For buy‑side firms, we work with leading hedge funds and alternative investment companies. We also provide  IT services to mutual fund providers and private wealth managers. And by partnering with leading software vendors, we provide expertise in multiple asset management products and platforms.


Front Office

We offer global delivery expertise across a broad range of functions such as:

  • Advisory services
  • Client services
  • Portfolio management
  • Program strategies
  • Sales and marketing
  • Trade order management

Middle Office

Our expertise includes:

  • Compliance
  • Performance measurement
  • Risk management

Back Office

Our expertise includes:

  • Investment, fund and partnership accounting
  • Reconciliation
  • Trade operations

Software Product Vendor Partners

We work with top software products and tools to support our clients, including those from:

  • Charles River Associates products
  • DSTi HiPortfolio
  • Eagle
  • Golden Source
  • LatentZero
  • Smartstream
  • SunGard InvestOne
  • SunGard OmniPay
  • SunGard Xamin
  • Multifonds
Asset and Wealth Management Services | IT Consulting and Outsourcing | Cognizant Technology Solutions