Outsourcing Portfolio Management Services
Equipping Investment Platform Providers, Portfolio Managers and Administrators, and Investment/ Asset Management Firms with trusted Back-Office Support.
Wealth Management landscape in Australia
The wealth management space in Australia is experiencing strong growth momentum, driven by key trends such as global investment gateways, AI adoption, increased demand for sustainable investing, and more.
Concurrently, there are mandatory requirements for a robust IT security structure that safeguards client data from cyber risks, which have been increasing since the AI inception.
Sundaram’s Back-office Support helps Investment Platform Providers, Portfolio Managers, and Asset /Investment Management Firms deliver services beyond just financial advice.
Words from the COO of a leading private wealth advisory firm
“Your long-standing presence in Australia provides reassurance around governance, stability, and alignment with local regulatory and business expectations.
This gives us confidence that we are partnering with an organisation that is committed to long-term relationships and sustained service excellence.”
Our Services
Platform Providers
- Account Setup for Advisors/Dealer Groups/Investors
- Creation of Registry Logins
- Creation of Custodial Logins
- Welcome Letter Creation
- AML/FATCA – Verification
Portfolio Managers / Administrators
- Rebuilds and Reconstruction
- Document Management
- Trade Booking & Settlement
- Price Updates – Unlisted/Service Asset Prices
- Corporate Action Management
- Stock and Cash Reconciliation
- Year-End Tax Component Allocation
Investment / Asset Management Firms
- Portfolio Admin Reporting
- Investment Analysis Reporting
- Document Migration
- Web Publishing of Daily Market Summary
Our Portfolio Management Services capabilities
- Our wealth management back-office support helps our clients scale their administrative capacity, without compromising on precision, control and service quality.
- The highly capable, well-structured administrative support provided by our employees seamlessly integrates with your system.
- We help you handle large volumes of data from various transactional processes that are time-consuming and expensive, efficiently.
- Your payment reporting process will be streamlined by automating modules to communicate with multiple fund managers.
- FMEA (Failure Modes and Effects Analysis) is utilised to create SOPs, which help maintain process efficiencies.
- We help you drive operational rigour through a robust incident management system, driven by Six Sigma, and the practices are reviewed at every stage of engagement.
- Our exclusive team handles preliminary registry work, which helps you achieve accuracy and timeliness.
- Efficient management of reporting functions and quality assurance.
- The documents are securely migrated to compliance systems.
- The clients of portfolio managers/ advisors/ platform providers can easily access the market summary, as it is published on time.
Case Study
Portfolio management provider achieves 100% growth after outsourcing
A leading Australian portfolio management services provider engaged Sundaram Business Services to outsource repetitive and transactional activities in their provision of portfolio administration services. Clearing the business inefficiencies allowed the client to focus on more value-added work for business growth.












