Delivering operational efficiencies in your time-critical activities
Sundaram Business Services offers Platform Support Services and Fund Administration Support Services. We help fund managers of wealth management companies with real-time support to close their trades within the stipulated cut-off times. We enable after-hours support for advisors by way of seamless transition and ongoing database management.
Platform Support Services
Sundaram’s platform support gives portfolio advisors more time
We provide end-to-end processing capabilities – right from client on-boarding through to year-end tax support. We also enable seamless transition of portfolio rebuilds. With 400+ strong workforce at our offices in India, our scale allows us to manage high-volume transactional activities and provide after-hours support in areas such as reconciliations.
Our specialised team has significant domain knowledge in portfolio management and the financial services industry. We support a range of applications and software used in portfolio administration processes.
Support we provide
- Client on-boarding
- Reconstruction
- Daily operations
- Reconciliation
- Year-end tax
Fund Administration Support Services
Fund administration for your business, your way
Our seamless back-office solutions to wealth management firms allows them to provide bespoke engagement models to their fund managers. We work behind the scenes to carry out the administration of end clients’ investments, funds and units while the fund managers focus on adding value.
In any wealth management company – large or small, global or regional – the efficiency of those back-end administrative activities play a large part in the way funds are managed. Our extended office solution makes the Sundaram team part of your team, to take over time-critical tasks which typically involve very high value of trades and huge quantities of data that are time sensitive.
Support we provide
- Registry management
- Dealing
- Distribution runs
- Rebates
- Statements
- Reconciliation
Savings for our clients
Sundaram clients consistently report productivity and efficiency gains
500K+
Trades processed
A$860bn
Value of funds managed
50K+
Clients onboarded
50K+
AML and KYC applications
We have moved up the value chain
Over 10 years, Sundaram’s offshore team has grown from 10 people to more than 70 people. We handle Platform Services, Fund Services, SMSFs and SMA reconciliations under our managed services model
We use the platforms that you use
We use the software and platforms that suit you best: Iress, Praemium, COIN, Xplan and your own custom software
Feature case study
They trust us
One of Australia’s leading wealth management fintech companies chose Sundaram Business Services to manage its investments, funds and units
— Connie Mckeage
CEO, OneVue
FAQ
Portfolio Management – Frequently Asked Questions
We offer platform and fund administration support, including day-to-day back-office administration for portfolio administrators, investment administrators, and wealth management firms.
Our services are designed for wealth management companies, fund managers, portfolio administrators, and investment administrators who need efficient, accurate back-office support.
Yes. We provide real-time support to help fund managers close trades within stipulated cut-off times, including after-hours support for advisors.
Our fund administration support covers end-client investment and unit administration, database management, reconciliation, reporting, and ongoing back-office operations — allowing fund managers to focus on adding value.
Platform Support involves managing and updating the investment platforms used by wealth management firms, ensuring seamless operations for portfolio managers and their clients.
Yes. Our team is experienced in a range of portfolio management applications and software platforms used in the Australian financial services industry.
