Services Overview

Aliter Investment Services offers operations, technology, regulatory/compliance, and advisory services to the investment management community, services providers, and product solutions companies. Aliter is comprised of industry experts with deep hands-on experience and knowledge of the businesses we support.

Business Transformation & Redesign

Operating model development, current state analysis, business process redesign, vendor and investment oversight, project management, activity based analysis, process streamlining, business analysis

Technology Strategy & Implementation

Architecture design, workflow development, business/functional requirements definition, testing, business system analysis, implementations and conversions, agile project management, data governance, and cyber security

Regulatory & Compliance Services

Risk assessments, compliance program testing, regulatory requirements review and documentation, program design and implementation, business and technology execution, SEC Modernization

Advisory Services

Outsourcing strategy, service provider evaluation and selection, due diligence, SLA’s, TSA’s, migration planning, mergers and acquisitions, program management and governance, project planning

Coverage of Our Services

Business Transformation & Design
Technology Strategy & Implementation
Regulatory & Compliance Services
Advisory Services
  • Industry Trading Platforms
  • Trade Execution
  • Trade Enrichment
  • Compliance Programs
  • Real Time Trading Books
  • Product Knowledge
  • Research and Modeling
  • Investment Accounting and Technology
  • Trade Support
  • Pricing and Corporate Actions
  • Trade Matching and Confirmation
  • Cash Availability and Reconciliations
  • Shareholder Processing and Reporting
  • Fund Accounting
  • Custody and Settlements
  • Reference Data
  • Financial and Regulatory Reporting
  • Cash Management
  • Market Knowledge
  • Transfer Agency