Data downloads. Account reconciliation. Automation out of control. In a fast-moving industry where information is key, streamlining your workflow is a must. Cutting costs, using resources efficiently, and improving your use of technology are critical to success.
At Matria, we have the experience and understanding to help you meet these needs. Our outsourcing professionals have the real-world knowledge to make the various pieces fit together easily – streamlining your workflow and improving the bottom line.
Whether you’re an experienced advisor or a new RIA just starting out, Matria can help. If your existing staff needs assistance, or if you prefer a fully outsourced solution, our team designs customized services to meet your firm’s unique challenges. From specialized projects to day-to-day processing, Matria offers personalized alternatives for your back-office operational needs.
Experts in Performance, Experts in Back Office Operations
Jennifer McKinney, CIPM, Matria’s founder and President, has over 20 years’ experience in back-office operational procedures and processing. She is an expert in performance measurement and attribution and holds the Certificate in Investment Performance Measurement from CFA Institute. Matria’s professionals have broad-based experience in operations, trading, GIPS® compliance and investment performance issues. Distinct from other firms that concentrate solely on operations outsourcing, Matria understands all aspects of your firm’s business, allowing us to provide targeted, mission-critical solutions to all levels of your organization.
Matria Business Solutions provides superior outsourcing and consulting services to the Investment Management industry. Our clients collectively manage over $10 Billion in assets for high net worth individuals and institutions. To find out more about what Matria can bring to your organization, please contact us at 865/675-3952.