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

Portfolio Managers / Administrators

Investment / Asset Management Firms

Our Portfolio Management Services capabilities

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.

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