Infinit-O

Strategic Investment Management Outsourcing Services

Investment Management Solutions

In today’s ever-evolving investment landscape, staying ahead of the curve is paramount. That’s where Infinit-O comes in.

Infinit-O partners with investment management services companies to achieve a streamlined & connected operational ecosystem in middle & back office & support service operations in a way that incorporates business process optimization methodologies, provides access to superior talent training & development, robust technology, & operational excellence with cost savings of up to 80% resulting in deep, trusted and indispensable long-term partnerships.

The success of optimizing investment management services from a BPO provider like Infinit-O lies in the synergy of experienced leaders and data analytics tools that help clients tackle even the most complex and challenging projects.

Intelligent Outsource Investment Management

Infinit-O’s  investment management services are designed to support your business’s efficiency, growth, and profitability. With our services, businesses can rely on investment experts and automation technology to help you streamline your financial operations and drive growth.

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Asset
Management

Infinit-O’s asset management solutions are tailored to the demands of your organization’s particular needs, ranging from securities and portfolio design to cash flow and risk management.

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Fund Administration
& Accounting

From basic bookkeeping to complex accounting, Infinit-Intelligence leverages your automated accounting systems to ensure efficient financial operations and reporting.

Infinit-O General Accounting

General
Accounting

Streamline your accounting transactions and gain greater control and insight over your financial accounts through Infinit-Automate. Our automation and intelligence solutions can help simplify processes such as invoicing and cash flow management, allowing for more accurate tracking and reporting.

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Trade and Position
Reconciliation

Assemble your team of certified finance professionals that aids your company in Brokerage, Trade, and Position and Case Reconciliation.

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Financial &
Management Reports

Employ technology to automatically generate accurate and timely monthly, quarterly, and annual reports, bank statements, tax filings, loan documents, profit and loss summaries, and other critical documents.

Infinit-O Risk Management

Risk management specialists are financial managers that use specific training, skills and experience to identify possible risks that could result in reduced cash flow, higher insurance rates and other risks to the business. Build a team of these experts and empower them with cutting-edge technology to assess these liabilities, implement plans and strategies to minimize business losses.

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Private Equity

Outsourced private equity solutions are a specialized form of financial consulting that offers tailored services to medium and large-scale businesses. We offer experienced expertise in areas such as financial planning, mergers and acquisitions, operational efficiency and cost optimization.

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Venture Capital

Attract institutional investors and secure capital by outsourcing some of the functions associated with venture capital investment. Significantly reduce your overhead costs and work directly with industry experts and the latest technology.

The Benefits of Infinit-O Outsourcing Investment Management

Take control of your organization’s financial future with Infinit-O’s outsourcing investment management services. Our team of investment experts can help you take full advantage of middle- and back-office service technology to streamline simple to complex tasks like budgeting and cash flow management to fund accounting and NAV reporting.

Cost Reduction

Cost
Reduction

Productivity Improvement

Productivity Improvement

Speed and Scalability

Speed & Scalability

Access to Excellent Talent

Access to Excellent Talent

Operational Excellence

Operational Excellence

Guaranteed Performance

Guaranteed Performance

Trusted Partnership

Trusted Partnership

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Reach Your Targets with an Investment
Management Optimization Partner

Don’t compromise on quality for the sake of cost-efficiency.
Collaborate with a pioneering provider of investment management optimization services who can
provide a customized solution for your financial goals. Take advantage of decades of collective
experience and technological savviness to maximize your business’s growth.

Talk to us today about our investment
management optimization services.