Balance your practice with LIBRA – BaySys’ Outsourcing Service

Investment advisors who desire operational scale, efficiency, control and increased profitability hire BaySys for our expertise in data management. We manage the tedious process of collecting, managing, and reconciling daily account activity across your custodians in order to optimize the capabilities of Advent Axys® or APX®, or Schwab Portfolio Center®. We will free you up so you can provide your clients a level of service that separates you from your competition.

  • Gather/Collect and analyze data from multiple custodians/banks/other sources
  • Process and Reconcile Data
  • Set up new accounts, define new securities
  • Ensure all securities are priced
  • Research and process corporate actions as soon as they are available
  • Calculate and validate performance returns
  • Run Quality Assurance reports and distribute to you and your staff
  • Enable you to generate and review reports prior to the market opening or before the trading day begins

Download our white paper Should I Outsource (PDF) - an informative document intended to help guide you through the decisions involved in deciding whether outsourcing is a viable option for your firm, and what you should look for in a provider.

If you are interested in our Libra Outsourcing service, please go to the “Contact” page and complete the short form so that we can discuss your requirements further or send you an Outsourcing Questionnaire to provide additional information.

Client Quotes
  • “Hiring BaySys for outsourcing our Axys operations was one of the best business decisions we’ve made all year.“

    Jim Gebhardt, Principal
    Gephardt Group
  • “Outsourcing the reconciliation function to BaySys has been one of the best decisions. The integrity of the data has been 100% and communication direct. Plus, they don’t need coffee breaks or holidays! I whole heartily recommend BaySys to any financial firm looking to focus on managing wealth and outsourcing non-core investment competencies to experts.“

    Simon Baker, CEO
    Baker Avenue Asset Management
  • “The Data Analysts at BaySys Technology go above and beyond the typical outsourcing function of reconciling daily transactions. They’ve assisted our firm greatly in other areas such as reposting transactions to capture accurate cost basis information from custodial systems to updating accounts for unsupervised assets.“

    Julie Meissner, Chief Compliance Officer
    San Francisco Sentry
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