At Tandem Business Specialists, we know that no two companies are the same, and neither are their operational structures or portfolio management software requirements.

Most importantly, we believe that service provider offerings should adapt to meet each client's needs and preferences, not the other way around. With that in mind, we offer services tailored to the unique and evolving specifications of each individual office or company.

In addition to standard service packages, we offer a customized, flexible, and economical suite of service offerings centered around Advent's portfolio management software.

• Account Reconciliations
• Advent® File Maintenance
• Client Billing
• Cost Basis Updates
• Custom Reporting
• Daily Downloads / Updates
• Data Integrity Reviews and Corrections
• Electronic Report Production
• Manual Statement Entry
• Performance Updates and Troubleshooting
• Workflow Automation

Whether you are an independent advisor or a large organization with associates dedicated to portfolio management reporting, our services can help you get the most from your existing resources.