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WNS offers a wide variety of investing and asset management solutions and services. We deliver a range of voice, data and reporting processes across multiple asset classes including mutual funds, insurance products, retirement products and annuities.
The processes we deliver are critical at several points in the asset management lifecycle as we interact, on a regular basis, with financial advisors and brokers, retail clients, regulatory and compliance officers, and third-party asset management firms that serve our clients. To meet these diverse challenges, many of our offshore associates hold NASD licenses including Series 6, 7 and 24.
Our expertise in investing and asset management has enabled us to deliver operational efficiencies, process improvements and significant cost savings to our clients by extending their operations offshore. The processes we deliver include:
- New account set-up, maintenance, follow-up and closure - end-to-end service
- Portfolio trading
- Inter-company transfers
- Special investigations
- Payroll
- Reimbursements
- Brokered products
- Wholesaler management
- MIS and reporting
Investing & Asset Management Case Studies
Contact Info
To learn more about how WNS' investing and asset management
solutions can help you, send an email to fs@wnsgs.com.
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