Service Overview: Third-Party Application Provider

For financial firms such as investment consultants, investment managers, and pension plans, excellent third-party applications are available to support critical business processes such as reporting, monitoring, risk assessment, compliance, reconciliation, and analysis. However, the users and providers of these systems share a common set of challenges. Collecting and entering the data is expensive; and the results from these systems are only as accurate and timely as the data that is entered.

Increasingly, the users and providers are turning to Insignis to collect data from custodians, investment managers, and brokers. Insignis provides a one-stop solution for collecting, aggregating, and formatting the data for input into such applications.

The benefits of outsourcing this data collection to Insignis include:

• increased data accuracy, particularly for complex instruments
• timely data (data is usually available T+1)
• low-cost
• flexibility to increase report frequency from quarterly to monthly to daily
• outstanding client service, including rapid response to data issues

For more information please contact Insignis at 312.368.3630 or email us at: info@insignis.com