Your Portfolio Accounting Software Solutions
Rather than using a full-time employee, Cairn IPC offers Back-Office Support to your investment operations. Outsourcing a component of your daily process leaves you free to spend time managing assets and building your business, rather than managing operations.
Our personnel are familiar with most custodian data. We understand reconciliation issues and exceptions, and know where to go to find answers and resolutions. In addition, because of the depth and breadth of our experience, we can assist with the reconciliation, and make recommendations as to best practices. Record retention is a key component of our service, as it is a critical regulatory and GIPS® requirement.
Cairn IPC does not host any of your data, and we do all the work directly through your remote connectivity and security. This allows you to maintain control of both the operation and the data, so that you maintain full functionality.
For additional information see our brochure about this service.
Customized Solutions
For firms that have yet to acquire a portfolio accounting system, we can provide a custom solution that will provide the information you need to run your business.