Outsource Back Office Processes
As a retail brokerage firm, if you often find yourself getting bogged down by the amount of back office paper work that you have to handle, you need to find better alternatives. While you know that this work is just as important as market-based activities, it slows down your executives to the extent that it starts affecting your company's growth. Hiring extra people only escalates your costs without increasing productivity. The best way out is to outsource back office operations to a professional and reliable firm that will carry out these operations in a timely and cost-effective manner. TA is dedicated to partnering with you and understanding every aspect of your business. Our expertise in the financial domain ensures that you find real value in outsourcing your back office operations to us. For retail brokerage firms like you, we offer a range of services that will help your executives concentrate on developing your core business while the back office work is handled offshore by a professional financial services organization.Our services include:
Client Statements: You no longer have to worry about accurately preparing and dispatching client statements in short time. We ensure that the statements - your communication with your customers - are accurate and ready on time in order to make sure that disputes become a thing of the past and your business improves.
Scrip-wise transactions: Statement processing overloads vanish once you opt for this service. No more data mismatch and angry customers, not to mention penalties. We provide you with accurate pay-in to stock exchanges within the settlement period as well as accurate payout to keep your clients happy.
Pay-in Statements: Pay-in trade processing is a critical element of back office operations. You can avoid errors due to heavy workload and limited resources by simply outsourcing this service to TA. Not only do you get high accuracy, you also get it done on time at a fraction of the cost.
Trade Files Processing: Again a complicated and time-consuming task requiring time and effort. We offer same-day trade confirmation statements, periodic trade files, update & maintain your client database records, track and generate settlement schedule information, besides a range of other optional services. To us, the volumes don't matter, quality does.
As experts in brokerage transactions processing, we understand your concern for accuracy and data security. Accuracy is the cornerstone of our services and our history in application software development gives us an edge in understanding and addressing your concerns. That's why our services are mainly platform-driven, ensuring the highest possible levels of data security for our customers.
Services Offered
Get In Touch
Capitalize on cost-effective and customized financial solutions. Fill in the inquiry form and T&A will revert to you within one business day.
Request For Services
Submit an RFI, RFP or RFQ
