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Separately managed account (SMA) products provide an attractive and growing distribution for asset managers, but it takes more than investment performance to win distributors’ business. You need scalable and efficient operations to accommodate growth and provide superior service. With PFPC’s people, processes and technology managing the complex operations required to support your separate account offerings, you can focus on your core business of asset management and distribution.
PFPC's full-service solution for money managers delivers end-to-end support of separately managed accounts. Choose the solution that works best for you today. When you are ready to expand, we will be prepared to support your growth. Our dedicated professionals have extensive experience in top-10 managed account money management firms. We service a wide range of products, portfolios and asset types and have worked with many of the major sponsor platforms. Additionally, our unique technology is specifically designed to suit the exacting requirements of managed account money management.
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- Boost Efficiency and Cut Expenses
- Meeting Your Managed Account Needs
- Create a Competitive Edge
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Leverage our scale to hold down your per-account technology and operational costs. |
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Trading access, support and settlement |
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Daily account reconciliation to the custodian/monthly
reconciliation for DVP |
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Billing services |
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Performance calculation and reporting |
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Composite reporting |
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Management reporting |
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Imaging and workflow tools increase efficiency with electronic images and work prioritization, distribution and tracking |
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Open-architecture facilitates expansion onto multiple sponsor platforms |
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Reconciliation application provides a flexible and scalable capability to meet evolving requirements |
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Fee engine offers flexible data inputs/outputs and grouping capabilities |
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Overlay management software provides tools for model management and tax efficiency |
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Maximize operational efficiencies with our back-office functions |
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Tie technology and operations costs directly to business volumes, converting fixed costs to variable costs |
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Mitigate risk by automating reporting and servicing capabilities |
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Focus on core competencies of asset management and distribution |
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Accelerate your market entry |
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Access new products and capabilities – such as unified managed accounts - without the cost and delay of in-house development |
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