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Platform Support

SBS provides portfolio administration services support to leading platform service providers in Australia

FIND OUT HOWGET STARTED

Sundaram Business Services (SBS) is the preferred back office partner for portfolio administrators/managers, investment administrators, and financial planning dealer groups with end-to-end online processing through a remote processing solution and currently manage over 3,500 portfolios. SBS provides end-to-end support right from on-boarding through providing year-end tax support, 24/5 support, manage high volume transactional activities, provide after-hours support in areas such as reconciliation which are post cut-off based. Our services are designed to bring a diverse investment portfolio together thereby perform all of the day-to-day back office administration for fund managers and portfolio administration companies.Our specialised team have significant domain knowledge in the industry and expertise in several application software used in portfolio administration processes.

Our service
expertise

  • End-to-end support right from on-boarding through providing year-end tax support
  • 24/5 support
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  • Manage high volume transactional activities
  • Provide after-hours support in areas such as reconciliation which are post cut-off based
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Support we provide

  • Client On-boarding & Reconstruction
  • Daily Operations - Accounts Maintenance
  • Reconciliation
  • Cash
  • Stock
  • Fee Calculation
  • Document Management
  • Year-end Tax Support
  • Price Updates
  • SMA [Separately Managed Accounts]

Why
Sundaram
Business
Service

  • 9+ years of domain expertise
  • Serving 250+ advisors
  • Trades processed on an average of 3500/mo. and in excess of 10,000 trades/mo
  • Service over 30,000 retail customers
  • Administering back-office support for funds with asset size of over A$ 4 Bn
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How SBS improved quality and implemented data security standards for lending back office support for a captive NBFC/MNC in India

Our process-driven reservations back office streamlined employee turnover and managed surge reservations loads of up to 120 per day.

  • Record to
    report
  • Payroll
  • Customer Lifecycle
    Management

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