ALTSERVE
ALTSERVE can integrate with advisor-friendly, front-end systems to facilitate the handoff to back office processing.
POSITION OUTREACH
& RECONCILIATION
PLATFORM
AGNOSTIC
STRONG CONTROL
ENVIRONMENT
TRADING
TRANSFERS
RELIABLE PRICING
INFORMATION
SECURITY MASTER
& CORPORATE
ACTION INFORMATION
SIMPLIFIED
REPORTING
PLATFORM
AGNOSTIC
Significantly reducing capital charges while delivering a better client experience.
Place orders through an automated account onboarding solution and process them to fund issuers. Standardized trade files result in systematic posting and processing.
Received from fund issuers and administrators directly, preventing estimations.
Provide a centralized location to process and track transfers.
Regular outreach to fund issuers and their administrators to identify and reconcile position breaks to ensure accurate and timely processing.
Received from fund issuers and administrators
directly, maintained in a
centralized database.
Normalize data from various sources and formats into a consolidated, digestible format to clients.