Outsourced Administration

Independent advice and outsourced services for companies, investment banks, brokers, asset managers and law firms.  

Administration services for financial institutions

For investment banks and brokers we advise on all aspects of client account management (CAM) and provide an outsourced administration service for in-house CAM systems. We also provide an employee performance measurement service for employee appraisals and client service allocation.

Keeping essential data updated

As experienced CAM users and administrators we know that keeping client data up-to-date is an essential, but immensely time consuming activity. We offer an outsourced administration service to lift the administrative burden of data maintenance for all sizes of financial institutions.

Tailored service using in-house systems

We tailor our service to individual firms to ensure we provide an efficient and relevant a service as possible. In most cases we work with in-house CAM and client relationship management (CRM) systems either on-site or remotely to minimize implementation costs and reduce start-up times.

Systems advice from experienced users

As we are not data or system re-sellers we work with in-house CAM/CRM systems and databases. Where no system is used or where an updated system is sort we provide advice on purchase and implementation. We can also provide simple but effective Excel based databases for institutions that are looking for temporary solutions.   

Client service allocation

Using data from in-house CAM systems we provide an outsourced client service allocation measurement and advisory service. We work directly with heads of departments to ensure service levels are accurately recorded and client allocation is implemented as efficiently as possible.

Performance measurement administration

As former heads of departments we use our experience to provide an objective approach to staff performance measurement. We use a combination of in-house and external data to provide objective reports which can be used as integral part of the employee appraisal system.


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Making life simpler


Our aim is to help you to focus on what you do best.  We are experts in our chosen fields. Our advice is always as clear and as simple as possible; independent and appropriate to your business. We strive to be fair in our business conduct at all times.  

An investment in knowledge pays the best interest”  

 

- Benjamin Franklin