BI-SAM provides award-winning software solutions for asset servicers designed to streamline operations and improve information sharing with clients for a variety of portfolio and product types. BI-SAM’s award winning B-One platform provides a single, integrated solution for performance measurement, attribution, client reporting and more. B-One’s software solutions for asset servicers integrates directly with clients’ middle- and back-office systems, utilises a single data source across all modules and integrates advanced workflow capabilities to increase client satisfaction and ensure more accurate data sharing between your and your clients.
B-One’s software solutions for asset servicers helps you:
- Support virtually any investment process with flexible classification structures allowing detailed decomposition down to the security level.
- Provide quality data and accurate results via out-of-the-box and customised data controls.
- Access results at the portfolio and aggregated level with flexible aggregation rules to monitor joiners and leavers from groups.
- Maintain direct, secure access to important client data and systems to import data and share results via easy-to-use tools and powerful APIs.
- Achieve optimal turnaround times with automated and exception-based workflow to manage required approval processes and procedures.
- Manage deadlines, increase scalability and capture valuable operational KPIs with powerful workflow capabilities for large volumes of clients.
- Enhance the client service experience by providing high quality, customised client reports by product.