Solutions Tailored To You

At Tandem Business Specialists, we know that no two companies are the same, and neither are their operational structures or portfolio management software requirements.

Operational Outsourcing

Full Outsourcing

Many companies prefer to focus their resources entirely on their areas of expertise and are delighted by the service they receive from our expert associates. We can eliminate your need to spend time on or dedicate staff to performing daily downloads, reconciliations, manual statement input, performance updates and troubleshooting, and many other related operational functions. For many companies, we are their operations department.

Targeted Outsourcing

Our clients appreciate the ways in which our personnel work “hand-in-hand” with their existing operations department, traders, and/or investment managers. Whether we handle one particular function or a range of duties for your company, our associates integrate seamlessly into your existing teams and processes.

Temporary Assistance

Our services are available on a short-term basis to ensure operational continuity when your operations associate(s) take vacation, a sabbatical, or need to be out of the office for any extended period of time.

Service Highlights

  • Account Reconciliations
  • Advent® File Maintenance
  • Client Billing
  • Cost Basis Updates
  • Custom Reporting
  • Daily Downloads / Updates
  • Data Integrity Reviews and Corrections
  • Electronic Report Production
  • Manual Statement Entry
  • Performance Updates and Troubleshooting
  • Workflow Automation