Capstream Inc.: Solutions & Services

By: Capstream  09-12-2011
Keywords: wealth management

We Can Help

The Challenge

In order to properly run their business, wealth management firms require an effective operational infrastructure made up of an array of components and processes provided by external suppliers and internal resources.

Typically, the portfolio accounting and custody systems are at the heart of a firm’s operational strategy. However, firms also employ solution providers to streamline specific administrative or regulatory processes and to differentiate their customer-facing service offering. Often, decisions about specific operational components are made in isolation and do not facilitate an integrated operating environment.

The wealth management firm’s core focus is to manage assets and service clients. The operational focus is to find an efficient way to align the required operating components with the firm’s strategic goals. Our focus is to solve the problem that typically presents the biggest operational challenge to most independent firms - how to increase efficiency while enhancing customer-facing functionality around core accounting and custodial platforms.

Our Solution - Enhancements and Expertise

Our approach is to create cost-effective, high-value solutions and services that will help your operational environment support your business strategy.

Based on our experience with a number of wealth management firms, Capstream has developed a focused set of “bottom-up” solutions that can be adapted to your present operating environment and can be expanded to support your firm’s growth. Our solutions are provided in proven, flexible technology environments and are tailored to be tightly integrated with the technology platforms of other leading service providers.

Capstream has developed three main product and process offerings around customer relationship management (“”), and .

Keywords: wealth management