Middle and Back-Office Support & Reporting
Middle and Back-Office Support
- Dedicated relationship manager plus support of entire Bristal Lane team
- Prepare and quality control client paperwork; new account opening, distributions, transfer of assets, etc.
- Develop customized workflows supporting your business processes
- Facilitate online imaging and record retention of documents
- Complete daily uploads, downloads, reconciliation, price updates
- Serve as your custodian administrator and handle client support requests with the custodian
- Reconciliation of cost basis for incoming securities
- Provide basic reporting (realized gains/losses, estimated 1099 dividend information for taxable accounts)
- Customized reporting
Ready to get started?
Schedule a meeting and we’d love to discuss your goals.