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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-Suite Support

Customized support solutions for COOs, CFOs, CCOs, CIOs, CAOs and other corporate officers on all corporate tier levels.

Trade Processing and Settlement Support:

Customized support solutions for Trade Monitoring; Trade Allocation; Trade Booking, Trade Settlement; Trade Reconciliation; Trade Analysis and Reporting.

Compliance and Regulatory Filings Support

Customized support solutions for Regulatory Filings; Compliance Monitoring; Corporate Actions and Proxy Votes Processing.

Portfolio Accounting Support

Customized support solutions for Account Reconciliations; Portfolio and Performance Reporting; Investor relations Services; Performance Measurement and Attributions; Client Reporting; Risk Monitoring and Reporting.

Data Management and Admin Support

Customized support solutions for Data Collection; Data Validation and quality checks; Data aggregation and normalization; Secure Data Storage and Retrieval; Reporting; Expert Network Lead Generation.

Management Company Support

Customized support solutions for HR, Payroll and Benefits Management; Quickbooks Management; Vendor Management; Budgeting and Forecasting; Invoice Processing; Finance and Controller Services.

Empowering Your Business with Expert Solutions

At EdgeCore, our services are meticulously crafted to deliver exceptional value, focusing on the unique needs of each client. We provide tailored solutions that seamlessly integrate with your operations, backed by expert guidance from seasoned professionals who bring deep industry knowledge and strategic insights. Leveraging innovative technologies, we optimize processes and enhance performance, empowering your business to achieve sustainable growth and long-term success in a competitive market.

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.

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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.