Peer Solutions LLC will collaborate with you to:
- Provide a wide-array of business enhancing services from an operational standpoint including: Performance Measurement, Client Performance Reporting, Output Processing, Customized Workflow, Reconciliation Processing, Vendor Evaluations, System Conversion, and Account Administration
- Provide financial and technology consulting services to regional broker / dealers, investment managers, portfolio accounting service providers, and wire-houses.
- Elicit and understand the needs of users and stakeholders, translate to business requirements and functional specification documents, and work with developers to design systems that meet the investment management firm’s business needs.
- Implemented efficiencies, quality controls, scalability, and automation into existing investment management activities and procedures.