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.

Project Services

Our project-based services include assistance with data entry, historical and current reconciliations, data integrity reviews, and other specialized requests.

From help with individual tasks to professional management of complex projects, our talented associates are trained and experienced in evaluating needs, creating efficient task and project plans, and effectively implementing those plans to ensure that all opportunities become reality.

Companies both with and without associates dedicated to Axys® or APX® maintenance have engaged our project teams to help ensure optimal data integrity and software utility; our experts help your company accomplish its goals regardless of your operations personnel’s available time or skill set.

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