Directory · Operations, compliance and infrastructure

Managed services

75 products carry this category. Categories are tags, so several of these also appear elsewhere.

Managed services products

75 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.Prime brokers and custodyCapital introductionManaged servicesOutsourced Trading26 Degrees Global MarketsOutsourced trading aimed at emerging hedge funds and family offices, with 24/6 coverage across 39 equity and 17 futures exchanges.Managed servicesExecution managementAbacusFlexAbacus TechnologyA tiered multi-cloud managed IT and cybersecurity subscription for regulated financial firms, sold to hedge funds, private credit, venture capital and asset managers.Cloud and managed ITManaged servicesACA 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.Fund formation and launchManaged servicesAKJ — 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.Fund formation and launchManaged servicesFund administratorsAlign 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.Cloud and managed ITManaged servicesAlpha 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.Fund formation and launchManaged servicesAlter 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.PE and VC fund administrationFund administratorsCapital calls and waterfalls+1Anchin — 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.Fund formation and launchManaged servicesApex Fund AdministrationApex GroupSingle-source fund and asset servicing across hedge, private equity, private debt, real assets, digital assets and UCITS.Fund administratorsFund accounting and NAVManaged services+2Apex 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.Fund formation and launchFund administratorsManaged servicesApex 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.PE and VC fund administrationFund administratorsManaged services+1Middle Office and Outsourcing SolutionsApex GroupDaily administration, post-trade support and risk reporting, plus outsourced trading, treasury as a service and outsourced regulated persons.Managed servicesFund administratorsTreasury and cash+1AquataArcesiumCloud 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.Reference dataData managementPortfolio accounting+1OpterraArcesiumPost-trade and investment operations platform covering unified accounting, allocations, reconciliations and treasury; paired with Limina for front-to-back.Combined OMS/PMS platformsPortfolio accountingReconciliation+7Atlas 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.Cloud and managed ITManaged servicesOutsourced TradingBNYDelivered through BNY Mellon Capital Markets, LLC and built on the internal xBK trading group; covers equities, fixed income, derivatives and FX.Managed servicesExecution managementpControlBNYFund accounting automation and oversight platform, originally Milestone Group, aimed at firms that outsource accounting and want to control the record.Portfolio accountingFund accounting and NAVManaged services+1Broadridge 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.Corporate actionsTrade settlementManaged servicesBTIG — 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.Prime brokers and custodyCapital introductionManaged servicesCarne Group — Fund governance and management company servicesCarne GroupThird-party governance and management company provider whose site advertises UK fund services and Cayman directorship services.Fund formation and launchManaged servicesCherry 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.Fund formation and launchManaged servicesCitco Fund AdministrationCitcoIndependent administrator for hedge funds, funds of funds, private equity and private credit, covering accounting, investor relations, independent pricing, middle office and treasury.Fund administratorsFund accounting and NAVPricing and valuation+3Clear Street Outsourced TradingClear StreetOutsourced trading launched in May 2025, combining a global broker network with the cloud-native Clear Street Studio portfolio management system.Managed servicesExecution managementPrime brokers and custodyCoretelligent 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.Cloud and managed ITManaged servicesMiddle Office ServicesCSC (Corporation Service Company)Outsourced trade settlement, confirms and OTC verification, collateral management, P&L and cash reconciliation for fund clients.Managed servicesTrade settlementReconciliation+2Portfolio Valuation Operate ServicesDeloitteOutsourced valuation of illiquid holdings including secured and unsecured private credit, distressed debt, complex instruments, partnership interests and real estate.Illiquid valuationManaged servicesDrawbridge 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.Cloud and managed ITManaged servicesECI 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.Cloud and managed ITManaged servicesOutsourced Investment OperationsEmpaxisOutsourced middle and back office operations, systems integration and automation for investment managers and technology providers.Managed servicesReconciliationPortfolio accountingHedgeGuardHedgeGuardCombined PMS, OMS, risk and reconciliation for hedge funds, handling traditional and digital assets on one book of record.Combined OMS/PMS platformsOrder managementReconciliation+2IVP Data WarehouseIndus Valley PartnersCloud data warehouse that consolidates and cleanses data from internal systems, fund administrators, brokers and third parties for reporting.Data managementManaged servicesIVP 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.Data managementReference dataManaged servicesOutsourced 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.Managed servicesReconciliationFund administrators+1J.P. Morgan Margin ServicesJ.P. MorganFully outsourced, custodian-agnostic collateral management for buy-side firms, centralising agreements and eligibility and automating the margin lifecycle.Collateral and marginPrime brokers and custodyManaged servicesJefferies Outsourced TradingJefferiesFull-service outsourced trading for asset managers with access to 150+ trading partners and venues, now with separate equities and fixed income desks.Managed servicesExecution managementOutsourced TradingJonesTradingThree tiers (Regional, Full Service, Enterprise) of agency outsourced trading across US equities, options, fixed income, futures and international markets.Managed servicesExecution managementLinedata 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.ReconciliationManaged servicesPortfolio accountingLinedata 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.Cloud and managed ITManaged servicesMiddle and Back Office ServicesLinedata24x7 outsourced trade processing, reconciliation, fund accounting and NAV, corporate actions and financial statements for traditional and alternative managers.Managed servicesReconciliationFund accounting and NAV+2Maples 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.Fund formation and launchLegal counselManaged services+1Marex — Prime BrokerageMarexFull-service institutional prime broker that says it supports emerging, established and mature managers, with execution, custody, financing and back-office support.Prime brokers and custodyCapital introductionManaged servicesOutsourced TradingMarexFull or hybrid outsourced trading across equities, fixed income, FX, derivatives and futures with 24/6 coverage, paired with Marex prime brokerage.Managed servicesExecution managementPrime brokers and custodyOutsourced TradingMeraki Global AdvisorsConflict-free global multi-asset outsourced trading plus leverage management and capital introduction, with trades executed directly between client and counterparty.Managed servicesExecution managementMUFG Fund AdministrationMUFG Investor ServicesAlternatives-focused asset servicing spanning fund administration, business process outsourcing, financing, banking and FX hedging.Fund administratorsFund accounting and NAVManaged services+2Netrio 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.Cloud and managed ITManaged servicesIntegrated Trading Solutions (ITS)Northern TrustNorthern Trust's outsourced trading desk, sold alongside its middle office outsourcing to long-only managers and asset owners.Managed servicesExecution managementOgier — Investment FundsOgierOffshore law firm advising on hedge fund and private equity fund formation across BVI, Cayman, Guernsey, Ireland, Jersey and Luxembourg law.Fund formation and launchLegal counselManaged servicesOmega 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.Cloud and managed ITManaged servicesAtlasOptions 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.FIX connectivityCloud and managed ITManaged services+1Outsourced Middle Office and COO ServicesOSMO PartnersBoutique outsourced middle office and outsourced COO support for hedge funds and long-only managers, including emerging firms.Managed servicesReconciliationFund accounting and NAVRepool Hedge Fund AdministrationRepoolUS-onshore hedge fund launch and administration platform for emerging managers, including digital asset funds, commodity pools and SPVs.Fund administratorsFund accounting and NAVManaged services+1Repool — 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.Fund formation and launchFund administratorsManaged servicesInvestment Operations OutsourcingSEI InvestmentsFull middle-office platform covering trade support, investment accounting, performance and risk, client reporting and billing.Managed servicesPortfolio accountingPerformance and attribution+2SimCorp GainSimCorpEnterprise data management offering sold with the SimCorp One investment platform and managed data services for institutional investors.Reference dataData managementManaged servicesSmart 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.Reference dataData managementManaged services+1SS&C GlobeOpSS&C TechnologiesOutsourced fund administration, fund accounting and investor services for alternative managers; SS&C describes itself as the world's largest fund administrator.PE and VC fund administrationFund administratorsFund accounting and NAV+1SS&C GlobeOp Fund AdministrationSS&C TechnologiesEnd-to-end NAV calculation, financial reporting and investor servicing sold under SS&C's GlobeOp brand.Fund administratorsFund accounting and NAVManaged services+2SS&C GlobeOp Middle Office ServicesSS&C TechnologiesOutsourced trade capture, reconciliation and portfolio valuation sold with fund administration, transfer agency and managed cloud infrastructure.Managed servicesFund administratorsReconciliation+2SS&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.ReconciliationManaged servicesPortfolio accountingSS&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.Fund formation and launchFund administratorsManaged servicesSS&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.Trade settlementManaged servicesStandish 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.Fund administratorsPE and VC fund administrationFund accounting and NAV+2StoneX Group — StoneX Global Prime ServicesStoneX GroupMulti-asset prime services covering execution, self-clearing and custody, financing, capital introduction and outsourced trading.Prime brokers and custodyCapital introductionManaged servicesStoneX Outsourced TradingStoneX GroupOutsourced trading through StoneX Global Prime Services in Replicate, Complement and Enhance models, integrating with Bloomberg EMSX, Eze EMS and TRAFiX.Managed servicesExecution managementPrime brokers and custodyBluePrint 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.Fee billingManaged servicesFund administratorsInvestment Operations Outsourcing (BluePrint)STP Investment ServicesEnd-to-end middle and back office operations and trading services on its proprietary BluePrint platform.Managed servicesFund administratorsReconciliation+2Thrive 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.Cloud and managed ITManaged servicesOutsourced TradingTourmaline PartnersIndependent outsourced and supplemental trading in global equities, derivatives and ETFs, with no bank parent.Managed servicesExecution managementTNS 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.FIX connectivityManaged servicesLPAssureTriada 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.Cloud and managed ITManaged servicesVidrioVidrio FinancialFront, middle and back office platform for allocators monitoring hedge fund, private equity, private credit and real estate manager exposures.Combined OMS/PMS platformsPortfolio monitoringData management+5Vidrio 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.Performance and attributionPortfolio monitoringManaged servicesWalkers — 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.Fund formation and launchLegal counselManaged servicesWaystone — 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.Fund formation and launchManaged servicesFund administrators

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