Finance Forward withIVP Managed Services
Fee compression. Regulatory changes. Evolving market conditions. And a global pandemic. For asset managers, these and other challenges are accelerating digital transformation. Outsourcing is a critical part of the process, giving firms much more freedom and flexibility to focus on alpha generation. Talk to us about how IVP Managed Services can reduce cost pressures and build operations that are highly efficient and scalable.
We take a unique “digital-first” approach, leveraging advanced technology to automate and systematize critical middle and back office workflows. This sets us apart from “people-first” providers who tackle every new challenge with larger and larger teams. Our cloud-based managed services are modular and customizable, designed to fit the way you prefer to work. And they can easily accommodate new funds, datasets, and workflows.
Why Digital First is Different
IVP Managed Services takes a “digital first” approach, leveraging advanced technology to automate back and middle office operations. Instead of allocating more and more FTEs to a project, we streamline the process with customizable solutions and manage all operations in the cloud.
Full transparency with 24/7 audit
Get up and running fast with efficient and effective onboarding
A continuous improvement cycle built
on deep domain experience and proven best practices
Harness the power of artificial
intelligence and machine learning to
ensure efficiency and accuracy
Connect enterprise systems for easier data flow
Customized Reporting & KPIS
IVP dashboards make oversight
and monitoring simple
Hedge Fund Operations, Private
Equity Funds, FOF, Traditional Asset
(Pension Funds, Mutual Funds),
Prime Brokers, Bank Debt Processing,
Fund Administrators, Custodians
Asset Class Coverage
Reconciliation as a Service
Powered by IVP Managed Services, this platform becomes “Reconciliation as a Service.” In this streamlined outsourcing engagement, our cross-functional support teams use digital-first technologies to manage reconciliation workflows in the cloud to boost your efficiency.
Regulatory Reporting as a Service
Regulatory Reporting as a Service is a streamlined outsourcing engagement. Our cross-functional support teams use digital-first technologies to manage your firm’s filings, disclosures, and trade reporting in the cloud.
Middle Office Services
Outsource trade lifecycle management, OTC confirmation and settlement, corporate actions processing, end-of-day P&L calculation, and asset lifecycle management.
Data Management as a Service
IVP Data Management Services leverage our Master Data Management suite, a comprehensive framework for managing data on the buy-side. This suite includes IVP Security and Reference Master for data acquisition, IVP Enterprise Data Management for data workflow, IVP Data Warehouse for operational data storage, and IVP Decision Science for analytics.
We Partner With The Best
By The Numbers
AUM managed using
AUM reported through Regulatory Reporting Platform
Strategy & Bespoke
Fund managers using
Fund managers using IVP “Digital-First” Managed Services
Global Hedge fund AUM running through IVP products
Finding The Right Solutions
IVP’s offering has the breadth found at the largest global, multi-line technology providers combined with the specialized knowledge, innovation, and service found at leading boutiques.
Resources For Growing Your Firm
IVP’s FinanceForward Thinking
Discover the latest trends, find out how your peers are accelerating their digital transformations, get updates on evolving products, and more.