Outsourcing Services
Matria offers scalable back office services on both a consulting or fully outsourced basis. Our experts can assist your firm with:
- Workflow analysis
- Automation services
- Transaction processing
- Account reconciliation
- Fee calculation and account invoicing
- Performance calculation
- Composite construction assistance
- Marketing/RFP support
- Advent custom report writing
- Third-party integration
- Class action filings
GIPS® Compliance Services
The road to GIPS® compliance requires a significant commitment of time and resources, and many RIAs underestimate the man-hours necessary to achieve and maintain this goal. Under the leadership of Jennifer McKinney, CIPM, Matria works with your firm to:
- Develop and document procedures for achieving and maintaining GIPS® compliance
- Evaluate your entire account universe, including both existing and closed accounts
- Develop custom tools that apply composite criteria objectively to each account
- Fully document all composites
- Create and maintain necessary disclosures
- Assist in the verification process