For each of our clients, we are more than a service provider – we are an offsite extension of their staff. We bring the industry experience and expertise, processes, and reliability that you expect of a professional service provider, and we interact with you like an employee. We get to know you and your business, familiarize ourselves with your processes and clients, and work each day to meet your needs and exceed your expectations.

Our professionalism, expertise, accuracy, reliability, and attention to detail are hallmarks of our service, and our ability to anticipate our clients’ needs and adapt our services accordingly sets us apart.

We provide superior service while being an economical alternative to other service providers and onsite full-time or part-time staff.

We provide a customized proposal after meeting with each prospective client to learn about their business, operational needs, and what they are looking for in a service partner.

As a Tandem client, you retain your software and data on your own network. This allows you to maintain the control and flexibility to which you are accustomed while our experts take care of your data.

Another benefit to this approach is our ability to easily and quickly step in and take over existing portfolio management duties (no conversions required). We can also revise or even completely overhaul the way Advent® data is managed in your office. We help our clients implement industry best practices while maintaining their data and reporting in the way that works best for them and their customers.

One of our distinguishing features is our ability to integrate seamlessly with your existing staff, processes, and infrastructure. We tailor our services to fit your office while maintaining our high quality and service standards.

Our consulting and/or project-based services are a perfect fit for companies that want to keep their primary Advent® support staff onsite. If you want to make sure that your procedures are correct, that your staff is executing them properly, or if you need temporary or ongoing assistance with subject matter areas that your staff doesn’t have the time or expertise to manage, we can help.

Whether you have full-time or part-time staff dedicated to Advent®, or if you are your own Advent® support, we can integrate with your existing team. Our services are customizable and flexible, and we welcome the opportunity to take on a narrow or wide range of functions, and to work hand-in-hand with your onsite Advent®-focused support staff.

Each of our clients works with a dedicated account manager, each of which is highly professional, responsive, and available by phone and email. Dedicated backup associates are also assigned to each client relationship, so our support services never take vacation or sick days; we are always available to provide the service you expect.

Our clients also have access to a secure online portal that allows them to check the status of tasks and submit requests. If you have an in-house task tracking system (i.e., spreadsheets, CRM software, etc), we check and update your system as well so you don’t have to monitor two systems to keep track of your workflow.

Yes! Finding a knowledgeable, skilled employee that understands your portfolio management software, operational requirements, and overall business can be challenging, especially when it comes to filling a short-term position.

Our virtual back-office service can help fill in while an employee is out for an extended period of time, or we can help bridge the gap between the departure of a previous employee and the arrival of a new associate.

The maintenance of a compliant and secure environment is the most critical aspect of our services. Our systems, policies, and procedures are all designed with information security in mind. These are some of the primary ways in which we help keep your (and our) data secure:

• Secure Network Access
• Secure E-mail Capability
• Disaster Recovery Plan
• Minimal Paper Document Handling
• Secure Destruction of Paper Documents

Each client office is unique, and so are the security measures that they implement. We work with each client to ensure that our workflow and interoffice communication procedures meet or exceed their information security policies.