Directory · Operations, compliance and infrastructure
Managed services
83 products carry this category. Categories are tags, so several of these also appear elsewhere.
What is meant by Managed services?
Outsourcing of the operation of a function rather than the purchase of software to run it: a provider's staff running reconciliation, data management, reporting or middle-office processing on the firm's behalf.
Who uses Managed services?
Whoever would otherwise have had to hire.
What gets confused with Managed services?
The software itself, and with fund administration. Managed services is a staffing and accountability model; the underlying system may be the provider's or yours.
What should you ask a vendor about Managed services?
Ask exactly which decisions remain yours. The failure mode is a break nobody believes they own.
This definition is Buyside Fintech’s own editorial work, not a vendor’s. The products listed below carry the sources we read.
Managed services products
83 PRODUCTS
26 Degrees Global Markets — Prime Services for Hedge Funds26 Degrees Global MarketsPrime brokerage aimed at emerging hedge funds, family offices and proprietary trading firms, with cash and synthetic equity access plus outsourced trading.Outsourced Trading26 Degrees Global MarketsOutsourced trading aimed at emerging hedge funds and family offices, with 24/6 coverage across 39 equity and 17 futures exchanges.AbacusFlexAbacus TechnologyA tiered multi-cloud managed IT and cybersecurity subscription for regulated financial firms, sold to hedge funds, private credit, venture capital and asset managers.ACA Group — Compliance advisory, managed services and regulatory authorisation supportACA GroupBuilds the compliance side of a launch, including FCA authorisation and ongoing compliance operations, regulatory filings and surveillance technology.AKJ — Hedge Fund PlatformAKJShared-cost hedge fund platform providing a regulated structure in Luxembourg, Malta or Cayman together with market access, trading connectivity and back office systems.Align IT SuiteAlignA Microsoft public cloud based managed services suite for alternative investment firms and RIAs, with a companion Align Guardian cybersecurity and archiving offering; the vendor states over 35 years in business.Alpha FMC — Asset management operations and operating model consultingAlpha FMCConsultancy that designs and delivers the operating model, operations, data and regulatory build for asset and wealth managers and private markets firms.Alter Domus Private Equity Fund ServicesAlter DomusPrivate-markets specialist administrator doing fund accounting, capital administration, waterfall and GP carry reporting, delivered on eFront, Allvue or FIS Private Capital Suite.Anchin — Emerging Manager PlatformAnchinTax structuring, fund document review and referrals to lawyers and administrators before launch, then audit, tax and performance verification afterwards, with fees scaled to a small fund's budget.Apex Fund AdministrationApex GroupSingle-source fund and asset servicing across hedge, private equity, private debt, real assets, digital assets and UCITS.Apex Group — Apex Managers (Emerging Asset Management)Apex GroupTurnkey hosted platform for emerging managers covering legal documents, domicile choice across Bermuda, Cayman and Delaware, administration and introductions to prime brokers and auditors.Apex Private Equity Fund AdministrationApex GroupSingle-source fund administration, middle office, transfer agency and regulatory support for private equity funds; established in Bermuda in 2003 and grown largely by acquisition.Middle Office and Outsourcing SolutionsApex GroupDaily administration, post-trade support and risk reporting, plus outsourced trading, treasury as a service and outsourced regulated persons.AquataArcesiumCloud data and analytics platform used by hedge funds and asset managers for security master, data modelling, governance and quality control; sits beside the Opterra operational platform.OpterraArcesiumPost-trade and investment operations platform covering unified accounting, allocations, reconciliations and treasury; paired with Limina for front-to-back.Atlas Technica Outsourced ITAtlas TechnicaOutsourced IT, cloud and cybersecurity built for hedge funds, private equity, family offices and boutique managers; the vendor reports 225+ clients and 4,500+ supported users across US, UK, Hong Kong and Singapore offices.Outsourced TradingBNYDelivered through BNY Mellon Capital Markets, LLC and built on the internal xBK trading group; covers equities, fixed income, derivatives and FX.pControlBNYFund accounting automation and oversight platform, originally Milestone Group, aimed at firms that outsource accounting and want to control the record.Broadridge Corporate Actions and IncomeBroadridge Financial SolutionsCloud-hosted asset servicing platform that builds a single golden record per event and runs announcement capture, entitlements, elections, tax reclaim and payment reconciliation; aimed mainly at custodians and asset servicers rather than managers directly.BTIG — Outsource Trading and Prime BrokerageBTIGStates it serves both emerging and established funds, pairing prime brokerage with an outsourced trading desk and a capital introduction team.Carne Group — Fund governance and management company servicesCarne GroupThird-party governance and management company provider whose site advertises UK fund services and Cayman directorship services.Cherry Bekaert — Emerging Manager ServicesCherry BekaertAccounting firm advising new managers on fund structuring, business set-up, investor due diligence readiness and early operations, stating support for more than 2,200 fund launches.Citco Fund AdministrationCitcoIndependent administrator for hedge funds, funds of funds, private equity and private credit, covering accounting, investor relations, independent pricing, middle office and treasury.Clear Street Outsourced TradingClear StreetOutsourced trading launched in May 2025, combining a global broker network with the cloud-native Clear Street Studio portfolio management system.Operations ConciergeCoremontA managed service that runs the trade lifecycle on Coremont's investment book of record, covering trade capture, affirmation, reconciliation and downstream processing for managers who do not staff those functions themselves.Coretelligent Managed IT and Cloud ServicesCoretelligentManaged IT, private cloud and compliance services (branded Core360, CoreCloud, CoreArmor and CoreComply) for hedge funds, private equity, family offices and wealth managers, grown through eight MSP acquisitions since 2019.Crisil Integral IQCrisil Integral IQOutsourced research, analytics and data operations for buy-side and sell-side firms, including credit analysis, covenant monitoring and periodic reviews.Middle Office ServicesCSC (Corporation Service Company)Outsourced trade settlement, confirms and OTC verification, collateral management, P&L and cash reconciliation for fund clients.CV5 Capital Fund PlatformCV5 CapitalCayman and BVI fund platform and company management infrastructure that third-party managers use to launch and operate hedge funds and digital asset funds.Portfolio Valuation Operate ServicesDeloitteOutsourced valuation of illiquid holdings including secured and unsecured private credit, distressed debt, complex instruments, partnership interests and real estate.Drawbridge Cyber Risk IntelligenceDrawbridgeA cyber risk scoring platform plus managed cybersecurity services sold only to hedge funds, private equity firms and their portfolio companies; the vendor reports serving 1,200+ funds.ECI Managed Cloud ServicesECIManaged cloud, network and cybersecurity operations for hedge funds, private equity and asset managers; the firm was previously branded Eze Castle Integration and states 30 years in business and 15 global offices.Outsourced Investment OperationsEmpaxisOutsourced middle and back office operations, systems integration and automation for investment managers and technology providers.ManCo ServicesFormidiumManagement company support for regulated and unregulated managers, covering accounting, tax, compliance and corporate services.Gen II Compliance ServicesGen II Fund ServicesOutsourced compliance for private capital funds: investor AML/KYC (powered by Fenergo), beneficial ownership registers and ongoing risk-based monitoring run by MLRO and MLCO professionals, alongside regulatory filings.Grassi Financial Services PracticeGrassiAccounting, audit and advisory practice with named teams for hedge funds, private equity firms, registered investment advisers, family offices and broker-dealers.HedgeGuardHedgeGuardCombined PMS, OMS, risk and reconciliation for hedge funds, handling traditional and digital assets on one book of record.IVP Data WarehouseIndus Valley PartnersCloud data warehouse that consolidates and cleanses data from internal systems, fund administrators, brokers and third parties for reporting.IVP Enterprise Data ManagementIndus Valley PartnersCentralises and governs data workflows for alternative asset managers, sold alongside a Security and Reference Master and a cloud Data Warehouse.Intelligo Due Diligence and Continuous MonitoringIntelligoAutomated public-record research that produces background reports on fund managers and companies before an allocation and keeps monitoring them afterwards.Outsourced Middle Office ServicesIQ-EQTrade capture, shadow books, reconciliation, cash and collateral management run inside the client's own OMS/PMS rather than a proprietary platform.Jefferies Outsourced TradingJefferiesFull-service outsourced trading for asset managers with access to 150+ trading partners and venues, now with separate equities and fixed income desks.Outsourced TradingJonesTradingThree tiers (Regional, Full Service, Enterprise) of agency outsourced trading across US equities, options, fixed income, futures and international markets.Linedata ReconciliationLinedataOutsourced reconciliation of positions, cash, transactions and P&L for hedge funds, private equity and private credit, with machine learning that suggests break causes and next steps.Linedata Technology ServicesLinedataPublic cloud migration, 24/7 managed services and the Linedata Protect security offering, sold by an asset management software vendor that describes itself as a buy-side MSP for over 25 years.Middle and Back Office ServicesLinedata24x7 outsourced trade processing, reconciliation, fund accounting and NAV, corporate actions and financial statements for traditional and alternative managers.Maples Group — Funds & Investment Management (legal services)Maples GroupOffshore and onshore fund counsel covering the whole life cycle of a fund, advising on British Virgin Islands, Cayman Islands, Ireland, Jersey and Luxembourg law.Marex — Prime BrokerageMarexFull-service institutional prime broker that says it supports emerging, established and mature managers, with execution, custody, financing and back-office support.Outsourced TradingMarexFull or hybrid outsourced trading across equities, fixed income, FX, derivatives and futures with 24/6 coverage, paired with Marex prime brokerage.Outsourced TradingMeraki Global AdvisorsConflict-free global multi-asset outsourced trading plus leverage management and capital introduction, with trades executed directly between client and counterparty.MUFG Fund AdministrationMUFG Investor ServicesAlternatives-focused asset servicing spanning fund administration, business process outsourcing, financing, banking and FX hedging.Netrio Managed IT and Cybersecurity ServicesNetrioManaged IT, security operations and cloud services for financial services and private equity; Netrio acquired the New York financial services MSP Agio in 2025 and agio.com now redirects to netrio.com.Integrated Trading Solutions (ITS)Northern TrustNorthern Trust's outsourced trading desk, sold alongside its middle office outsourcing to long-only managers and asset owners.Ogier — Investment FundsOgierOffshore law firm advising on hedge fund and private equity fund formation across BVI, Cayman, Guernsey, Ireland, Jersey and Luxembourg law.Omega CareOmega SystemsBundled managed IT support (Omega Care), managed security (Omega Shield) and a SOC 2 private cloud for hedge funds, RIAs, family offices and private equity firms; the hedge fund MSP ACE IT Solutions is now part of Omega.AtlasOptions TechnologyManaged trading infrastructure and connectivity platform for financial firms; trade press lists Options among FIX connectivity providers, though the pages I read describe market data and trading connectivity without naming FIX.Outsourced Middle Office and COO ServicesOSMO PartnersBoutique outsourced middle office and outsourced COO support for hedge funds and long-only managers, including emerging firms.Financial Crime Compliance ServicesPassthroughCollects investor documents and screens them for KYC and AML, run as a managed service for investment advisers rather than as software alone.PolyGovern AI governance advisoryPolyGovernPolyGovern provides AI governance consulting, AI audits, ISO 42001 certification support and regulatory compliance advice to banks, insurers, superannuation trustees and government agencies in Australia and New Zealand.Repool Hedge Fund AdministrationRepoolUS-onshore hedge fund launch and administration platform for emerging managers, including digital asset funds, commodity pools and SPVs.Repool — Fund launch and administration platformRepoolPackaged launch service covering entity formation, fund documents, administration, compliance and digital investor onboarding for first-time hedge fund and digital asset managers.Investment Operations OutsourcingSEIFull middle-office platform covering trade support, investment accounting, performance and risk, client reporting and billing.SimCorp GainSimCorpEnterprise data management offering sold with the SimCorp One investment platform and managed data services for institutional investors.Smart Data (Reference Data Utility)SmartStream TechnologiesManaged, mutualised reference data service delivering cleansed securities data pre-market for equities, fixed income, futures, options and derivatives, with MiFID, EMIR and T+1 support.SS&C GlobeOp Fund AdministrationSS&C TechnologiesEnd-to-end NAV calculation, financial reporting and investor servicing sold under SS&C's GlobeOp brand.SS&C Middle Office ServicesSS&C TechnologiesOutsourced middle-office service covering trade capture, reconciliation and portfolio valuation for asset managers, hedge funds and private markets firms.SS&C Technologies — New and Emerging Hedge Fund Manager Solutions (GlobeOp)SS&C TechnologiesFront-to-back operational build for a new fund, covering NAV, middle office, investor services and regulatory filings on the administrator's technology.SS&C Trade Matching and Settlement ServiceSS&C TechnologiesSingle connection point into post-trade utilities for investment managers, covering matching, settlement workflow and failure reduction; the vendor cites 150+ clients.Standish Fund AdministrationStandish ManagementPrivate-fund specialist administrator built for PE CFOs, running fund administration on top of the leading third-party private fund technology platforms across 19 offices.StoneX Group — StoneX Global Prime ServicesStoneX GroupMulti-asset prime services covering execution, self-clearing and custody, financing, capital introduction and outsourced trading.StoneX Outsourced TradingStoneX GroupOutsourced trading through StoneX Global Prime Services in Replicate, Complement and Enhance models, integrating with Bloomberg EMSX, Eze EMS and TRAFiX.BluePrint Fee BillingSTP Investment ServicesFee billing delivered as software plus outsourced service on STP's BluePrint operations platform for RIAs, alternative managers and private fund advisers.Investment Operations Outsourcing (BluePrint)STP Investment ServicesEnd-to-end middle and back office operations and trading services on its proprietary BluePrint platform.Thrive Managed IT and Cybersecurity ServicesThriveManaged IT, managed detection and response, cloud and compliance services sold to private equity firms, hedge funds, family offices and emerging managers, with SOC 2 Type 2 and ISO 27001 attestations.Outsourced TradingTourmaline PartnersIndependent outsourced and supplemental trading in global equities, derivatives and ETFs, with no bank parent.TNS Secure Trading HubTransaction Network ServicesA fully managed, vendor-agnostic FIX connectivity and order routing service for buy-side, sell-side, exchanges and other FIX networks, with new sessions turned up in about a day.LPAssureTriada NetworksA small specialist MSP whose flagship program pairs managed IT with a named virtual CISO, allocator due diligence questionnaire library and SEC and Form PF compliance artefacts for emerging SEC-registered managers.Ultimus Fund AdministrationUltimus Fund SolutionsFund administration and middle office services for public funds, private funds, retail alternative funds and ETFs, including transfer agency and series trust arrangements for managers launching a first fund.Vidrio PlatformVidrio FinancialTechnology-enabled service for allocators covering data aggregation and exposure analytics across hedge funds and private capital; the About page confirms the company but not the attribution module specifically.Walkers — Asset Management & Investment FundsWalkersOffshore law firm whose funds practice sets up and advises fund vehicles from offices in Bermuda, BVI, Cayman, Guernsey, Ireland, Jersey, Dubai, Hong Kong, London and Singapore.Waystone Compliance SolutionsWaystoneOutsourced compliance services for asset managers, including SEC registration and Form ADV filing, mock regulatory exams, AML/KYC and outsourced compliance roles.Waystone — Fund governance and management company solutionsWaystoneHelps managers launch, operate and scale funds through management company and AIFM solutions, regulatory hosting, governance and its own umbrella fund platforms.Withum Financial Services Audit and TaxWithumAudit, tax and advisory practice with named teams for hedge funds, private equity funds, venture capital, broker-dealers, regulated investment companies and SPACs.