Whether your needs are Fund Administration, Middle Office or Tax services, Conifer’s comprehensive suite of services has the right solution for you.

Integrating Best-of-breed
Solutions and Services for Middle Office

Conifer’s Middle Office services offer asset managers seamless integration of leading technology that we deliver with maximum operational efficiency. We allow you to run your business better by leveraging proven processes that utilize industry-leading as well as proprietary technologies. Our proprietary cloud-based reporting dashboard, iCon℠, allows you to transform data into meaningful insight for improved portfolio decision making. iCon℠ allows you to customize reporting the way you want it, when you want it. Benefits of our Middle Office services include:

  • Data aggregation and normalization across all asset classes
  • Connectivity to more than 50 prime brokers and custodians
  • Mobile data management
  • Reliable, relevant data views and cloud-based reporting
  • Effective decision support
  • Data warehousing

Conifer’s Middle- and Back-Office services allow funds to showcase institutional infrastructure, at a fraction of the cost to build and with the flexibility to grow with your firm.