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We are committed to providing services to the securities and capital markets, and believe in providing long-term and continuing benefits to our customers.
Our services include:
Asset Management
  • Account Opening
• Trade Processing
• Client Accounting
• Client Helpdesk
• Technical Helpdesk
• Fund Accounting
• Investment Research
• Investor Services and Share Registry
• Admin and Back-Office Work
• Compliance Related Activities
• MIS and Statutory Reporting
• Pre-product Launch Activities
Transfer Agency
  • Account Opening
• Reference Data Management
• Transaction Processing
• Compliance, Internal & Regulatory
• Reporting
Fund Administration
  • Reference Data Management
• Reconciliation
• Client Reporting
• Client Helpdesk
• Transaction Processing
• Compliance, Internal & Regulatory
• Reporting
• NAV Calculation
• Accrual Calculation / Checking
Brokerage
  • Account Opening
• Reference Data Management
• Trade Processing
• Corporate Actions (involuntary)
• Claims Processing
• Reconciliation
• Client Accounting
• Client Helpdesk
• Technical Helpdesk
 
 
 
Custodian Services
  • Instrument Setup
• Pre-settlement
• Settlement
• Corporate Actions
• Clearing
• Taxation
• Income Processing
• Reconciliation
   
The i-flex advantage
  State-of-the-art processes, technology and human resources for timely and quality services.
  One-stop-shop providing all ancillary services, offering a substantial cost advantage in technology and manpower.
 
Road Map for Outsourcing Decisions
 
Equinox Case Studies
 
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