Banking Services
Custom Services
Asset and Wealth Management IT Services and Solutions
Sierra understands the need to control costs while being flexible enough to respond to changes in the global markets. From streamlining front-to-back office workflow to setting up operations infrastructure, we’ll ensure that your asset and wealth management firm is optimized to allow for the greatest possible ROI.
We offer a full suite of application development, migration, hosting and maintenance services specifically for asset and wealth management practices, including:
- Client and Customer Service
- Portfolio Automation
- Strategic Consulting and Advisory
- Sales and Marketing
- Order Management and Tracking
- Industry Compliance
- Risk Management
- Accounting and Reconciliation
Our successful track records include solutions for the following financial sectors:
- Hedge Funds Investors
- Institutional Asset Managers
- Mutual Fund Brokers
- Private Wealth Managers
Sierra provides financial institutions with responsive business solutions aligned to industry regulations to help mitigate risks and drive productivity on a global scale.
With years of experience, Sierra has the perfect blend of technology acumen and top-tier talent to serve asset and wealth management firms in any part of the world.
Contact us to find out more about a specific solution or inquiry.