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Investment Operation Solutions | Elance
 
176985602337900
Last Sign-in: Nov 7, 2014

Investment Operation Solutions

Superior Operations Services at a fraction of cost
   United States
  |   Westlake Village, CA

Overview

We have provided superior services specializing in Advent AXYS and APX since 1999 in our two main core competencies:

Remote Management of your back-office operations which includes a personal Client Service Representative who provides the following services:
Daily Reconciliation
Some entry from paper statements
Process splits, corporate actions, symbol changes, name changes, & reorgs
Daily Price & Index updates from ACD, FTID, or other
Setup New Accounts
New Security Setups (type, cusip, or symbol)
Daily or monthly...

Read More »

Skills (10)

Tested
Advent
AXYS
PortfolioCenter
Morningstar
APX
Reconciliation
Corporate Actions
Symbol Changes
Reorgs
Overview  |  Job History  |  Team  |  About the Company

Keywords

Company Snapshot
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Elance Level
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  • 12 months
  • Lifetime
Jobs
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0
0
Total
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Per Client
Identity
Username
Investops
Type
Company
Member Since
November 2014
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Investment Operation Solutions | Elance

Investment Operation Solutions