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.