Business & Technology Solutions
Outsourcing is a flexible management tool which allows organisations to concentrate on their core activities. AOS has significant outsourcing experience and can provide three beneficial outsourcing models to organisations wishing to outsource their fund administration.
The main benefit for the client lies in the flexibility of the models which can be changed to best suit the organisations individual requirements.
In many cases the initial step to outsource is the hardest of all. The end objectives of full visibility of service quality, transparency of cost structures or the transfer of responsibility may be apparent but how is the objective reached? A primary decision for every client of AOS has been to decide what they want to undertake with their own staff and that which they do not, i.e. what is core or non-core to their organisation’s success?
- OUTSOURCED SERVICE PROVIDER (OSP)
- MANAGED SERVICE PROVIDER (MSP)
- APPLICATION SERVICE PROVIDER (ASP)
- BUSINESS SOLUTIONS
OUTSOURCED SERVICE PROVIDER (OSP)
This type of service offers broad spectrum solutions and is performed in-house by AOS on behalf of partners according to service level agreements [SLA’s] and specific customised partner requirements, in this model AOS would typically provide its clients with a tailor-made outsource solution covering their entire back-office administration requirement.Next Tab
MANAGED SERVICE PROVIDER (MSP)
AOS has the ability to craft custom service models by utilising its primary platforms [building blocks] according to our partner’s specific needs. This type of service is a hybrid between an ASP and an MSP whereby a shared business process model is employed with clear “segregation of duties” between AOS and the specific end user [Partner].Next Tab
APPLICATION SERVICE PROVIDER (ASP)
This type of service allows the end user to retain complete control over their operations and business process. AOS provides this model as an application on demand service using advanced and secure technologies. Through implementing an ASP model, the operational complexities and upfront software costs can be dramatically reduced. In addition, the issues around upgrading are no longer hurdles as AOS takes care of this. Technical support, physical and electronic security and business continuity services are all standard with the above applications.Next Tab
Applications & Tools
AOS provides its clients with a powerful set of online web applications and tools that provides functions such as work flow, detailed reporting, query resolution, transacting and standing instruction submissions to improve the administration function.
iFlow is an integrated electronic workflow and document management system that enables the Investment Management Company full customisable front-end control when managing specific client tasks which allows straight-through-processing into AOS back-office systems, particularly when dealing with :
- Subscriptions / New Applications
- Switches & Transfers
- KYC Functions
Designed with the Investment Management Company in mind, iManage is a sophisticated system that enables the creation of user defined financial and management reports, charts and graphs from its entire investment information base. These management packs may be delivered by electronic means such as e-mail and fax as well as a being accessible via a dashboard.
iLog is a query resolution and task management system that allows our Investment Management Clients the ability to quickly report on issues, new projects and or requests and offers an interface for reporting and call management functionality including audit trails and status updates on all calls.
- Query transactions
- Request information
- Report faults and issues
- Track requests and queries
- View historic queries and requests
- Request new projects and/or development streams
iBrowse is an electronic reporting system that enables the Investor, Financial Advisor and Investment Management Company with reporting services such as:
- Access and view investment portfolios
- Access, view and print investor statements
- Access, view and print broker commission statements
- Access and view investor transactions per fund
- Access and view daily prices per fund
- View historical data
- View investor and intermediary details
- View intermediary hierarchy
iBrowsePLUS is a customisable portfolio reporting solution designed specifically with the Investor and Intermediary in mind, the solution can easily be white labelled in line with the Investment Management Companies branding and offers everything you would expect from a robust portfolio reporting solution and more, the solution is light-weight using proprietary technology thus offering high performance and scalability.
iBrowseMOBI hinges of the iBrowsePLUS technology and is therefore fully customisable, it has the ability to be white labelled representing the Investment Management Companies branding and offers full iBrowsePLUS functionality that’s designed specifically for cross platform mobile devices.