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Our Services

At EdgeCore, we provide a comprehensive suite of investment operations outsourcing services designed to enhance your operational efficiency, reduce costs, and allow you to focus on your core investment strategies. Our tailored solutions are built on a foundation of industry expertise, advanced technology, and a commitment to excellence:

Experts In Domains

C-Suit Support

Our C-Suite Support services offer tailored solutions for COOs, CFOs, CCOs, CIOs, CAOs, and other corporate officers at all corporate tiers, enabling your executive team to focus on strategic decision-making while we manage the operational details.

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Trade Processing and Settlement Support

Our Trade Processing and Settlement Support services cover all aspects of the trade lifecycle, ensuring seamless management from execution to settlement.

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Compliance and Regulatory Filings Support

Our Compliance and Regulatory Filings Support services help you navigate the complex regulatory environment with ease, ensuring full compliance with all necessary requirements.

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Portfolio Accounting Support

Our Portfolio Accounting Support services provide comprehensive assistance for all aspects of portfolio management and financial control, ensuring accurate and timely financial reporting.

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Data Management and Admin Support

Our Data Management and Admin Support services ensure the integrity and accuracy of your data, providing a solid foundation for informed decision-making.

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Management Company Support

Our Management Company Support services provide essential operational support, ensuring the smooth and efficient running of your management company.

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An investment that takes you to great heights

At EdgeCore, we are dedicated to delivering exceptional service and support to help you achieve operational excellence. Contact us today to learn more about how our investment operations outsourcing services can benefit your firm.

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An investment that takes you to great heights

EdgeCore Partners, a distinguished investment operations outsourcing company dedicated to empowering financial institutions and investment firms with seamless and efficient solutions for managing their investment operations. With a proven track record of excellence, innovation, and client satisfaction, we have become the trusted partner for businesses seeking to optimize their operational processes and focus on their core competencies.

Trusted by Investor

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Invest With Confidence

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Secure Platform

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What our clients say about EdgeCore services

EdgeCore Partners, a distinguished investment operations outsourcing company dedicated to empowering financial institutions and investment firms with seamless and efficient solutions for managing their investment operations. With a proven track record of excellence, innovation, and client satisfaction, we have become the trusted partner for businesses seeking to optimize their operational processes and focus on their core competencies.

Read Testimonials

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Jane Doe President of Medical .Inc

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Jane Doe President of Medical .Inc

Frequently asked questions.

Investment operations outsourcing involves delegating back-office tasks, such as trade settlement, data management, performance reporting, and compliance monitoring, to an external service provider. This allows investment firms to focus on their core activities, such as portfolio management and client relations.
Outsourcing can improve efficiency, reduce costs, enhance compliance, and provide access to advanced technology and expertise. It allows firms to scale operations quickly and adapt to changing market conditions without the burden of maintaining extensive in-house resources.
Asset managers, hedge funds, private equity firms, and institutional investors can all benefit from outsourcing. It is particularly advantageous for firms looking to streamline operations, enhance data accuracy, and reduce operational risk.
We offer a comprehensive range of services including trade processing and settlement, portfolio accounting, performance measurement, regulatory reporting, data management, and risk management.
Absolutely. We tailor our services to meet the specific requirements of each client, ensuring a seamless integration with your existing systems and processes.
Yes, our advanced technology platform provides real-time reporting and analytics, giving you instant access to critical information for informed decision-making.
We utilize state-of-the-art technology platforms that are robust, secure, and scalable. Our systems are designed to handle large volumes of data efficiently and are continuously updated to incorporate the latest advancements in the industry.
Data security is a top priority. We employ multiple layers of security measures including encryption, secure data centers, access controls, and regular security audits to protect your sensitive information from cyber threats.
Yes, our solutions are designed to be flexible and can easily integrate with your existing technology infrastructure, ensuring a smooth transition and minimal disruption to your operations.

As the leading experts in this field, we're in over 90 countries

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011-112-8596

EdgeCore Partners, a distinguished investment operations outsourcing company dedicated to empowering financial institutions and investment firms with seamless and efficient solutions for managing their investment operations.

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  • Strategic Advisory: Provide high-level strategic planning and decision-making support to help your executive team set and achieve long-term goals.
  • Operational Support: Assist in the development and execution of operational strategies designed to enhance efficiency and productivity across your organization.
  • Financial Planning and Analysis: Deliver comprehensive financial insights and analytics to support informed financial decision-making and long-term planning.
  • Trade Monitoring: Continuous monitoring of trades to ensure accuracy and compliance with trading strategies.
  • Trade Allocation: Accurate allocation of trades to appropriate portfolios, maintaining compliance with investment mandates.
  • Trade Booking: Detailed booking of trades to ensure accurate and timely record-keeping.
  • Trade Settlement: Facilitate timely and accurate settlement of trades, minimizing operational risks and ensuring smooth transaction processing.
  • Trade Reconciliation: Daily reconciliation processes to identify and resolve any discrepancies, ensuring the integrity of your trading records.
  • Trade Analysis and Reporting: Detailed analysis and reporting on trade activities, providing insights that support informed decision-making and strategy adjustments.
  • Regulatory Filings: Preparation and submission support of all required regulatory documents, including Form PF, ADV, Section 13, and other filings, ensuring timely and accurate submissions.
  • Compliance Monitoring: Continuous monitoring to ensure compliance with regulatory standards and internal policies, reducing the risk of non-compliance.
  • Corporate Actions and Proxy Votes Processing: Efficient handling of corporate actions and proxy voting processes, ensuring all relevant changes are accurately reflected in your portfolios.
  • Account Reconciliations: Regular reconciliation services to ensure the accuracy and integrity of your financial data, identifying and addressing any discrepancies.
  • Portfolio and Performance Reporting: Generate detailed reports on portfolio performance, offering insights into investment returns and risk factors.
  • Investor Relations Services: Support for investor communications, preparing detailed statements and reports to keep your investors informed and engaged.
  • Performance Measurement and Attributions: Analyze investment performance to identify the drivers of returns, helping you optimize your strategies.
  • Client Reporting: Provide customized, timely reports tailored to meet your clients’ specific needs, enhancing transparency and communication.
  • Risk Monitoring and Reporting: Continuous monitoring and reporting of investment risks, providing insights to help you mitigate potential issues and maintain portfolio stability.
  • Data Collection: Efficient collection and aggregation of data from various sources, ensuring comprehensive data coverage.
  • Data Validation and Quality Checks: Rigorous validation and quality checks to ensure data accuracy and consistency.
  • Data Aggregation and Normalization: Aggregate and normalize data to provide a cohesive and consistent dataset, ready for analysis and reporting.
  • Secure Data Storage and Retrieval: Secure management of data storage and retrieval, protecting your data from unauthorized access and ensuring compliance with data protection regulations.
  • Reporting: Comprehensive data reporting solutions to provide you with the information needed to make informed decisions and communicate effectively with stakeholders.
  • Expert Network Lead Generation: Identification and connection with industry experts and thought leaders, expanding your network and providing valuable insights.
  • HR, Payroll, and Benefits Management: Comprehensive management of human resources, payroll processing, and employee benefits, ensuring compliance and efficiency.
  • QuickBooks Management: Expert management of QuickBooks to streamline financial operations and ensure accurate reporting.
  • Vendor Management: Efficient handling of vendor relationships, ensuring quality service and cost-effectiveness.
  • Budgeting and Forecasting: Detailed budgeting and forecasting services to support financial planning and help you make informed decisions.
  • Invoice Processing: Accurate and timely processing of invoices to ensure smooth cash flow and maintain positive vendor relationships.
  • Finance and Controller Services: Comprehensive financial management and oversight, including budgeting, forecasting, and financial analysis, ensuring robust and effective financial operations.