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Comprehensive Middle & Back Office Support

Accelerate your growth and scale your firm faster by outsourcing repetitive tasks to TRUEDGE’s operations team.

Outsource Middle & Back Office Tasks, including:

  • Trading and Rebalancing

    Outsource your model trading instead of hiring in-house. Our team will handle all the trading implementation and monitoring (one-off trades or full portfolio reallocations) while working closely with you. The rebalancing of strategies across both households and accounts is streamlined with efficient trade management and block execution capabilities.

  • Reconciliation

    Data files are processed daily from each custodian to ensure administrative continuity and up-to-date performance.

  • Aggregation

    Efficiently combines custodial accounts as well as assets held in outside accounts, for a comprehensive view of your overall client assets.

  • Billing

    Accommodates quarterly or monthly billing, in arrears or in advance. Billing files are generated in a format compatible with major custodian(s).

  • Reporting

    Easily generate automated or on-demand client reports (customized or from templates, branded to your firm), as well as comprehensive firm-level business intelligence reports for greater visibility and decision-making.

  • Onboarding

    Coordinate a comprehensive set-up and transition plan; establish user protocols, configure system based on firm’s needs, set up fee schedules, customize portal and reports, facilitate account onboarding, train advisors on how to use the platform, assist with development and messaging of client communications.

Additional Support:

Service requests
Analysis, troubleshooting, and problem resolution
Project management

Custodians: established connectivity with multiple custodians

Ready to Accelerate Your RIA’s Growth?

TruEdge offers a full suite of solutions designed to streamline your operations and free up your time. From technology to portfolio management and back-office support, we’ve got you covered.

Schedule a Demo Today