ABOUT TANDEM BUSINESS SPECIALISTS
Since our founding in 2006, Tandem has been known for unmatched dedication to our clients' success. We have always met our clients where they are, designing service offerings that meet advisors' current requirements, anticipate future needs, and evolve with their needs... and their clients' needs.
We bring extensive experience, in-depth knowledge of your software and custodians, and unwavering dedication to every business relationship.
We have served in managerial, consulting, and front-line roles for independent RIA offices and wealth management firms as well as trust and banking companies. Our decades of hands-on experience with a variety of financial institutions and a range of portfolio accounting platforms like Advent's Axys and Moxy, Black Diamond, Orion, Panoramix, and Morningstar inform our understanding of the challenges and needs of each office we encounter.
Our distinctive combination of industry experience, operations and portfolio accounting software, and proprietary processes and infrastructure, and unwavering commitment to client delight allows us to provide the highest levels of service and quality assurance.
We welcome the opportunity to speak with you about your needs and the ways in which we may be ideally suited to meeting them.
OUR SERVICES
Here’s What We Provide
Expert Operational Support
Operations is a key part of your client experience. We serve as an extension of your team, whether in support of your operations associates, or as the tenured operations lead you never had to train.
New client onboarding, account updates, money movement, and countless other tasks require process expertise, a keen eye for details, and most importantly a client-friendly touch.
We are happy to work directly with your clients, or in support of your in-house associates.
Advisor and Client Transitions
When moving to a new custodian or broker-dealer, things have to go right and get done quickly. Your clients and this exciting step in your career depend on a steady, experienced hand handling both the process and the details.
Whether you need someone to take lead on every spreadsheet and form, or your operations team needs guidance through this unique effort, we will make sure you and your clients get from point A to B with ease.
Consulting
There are opportunities in every office for improved efficiency, accuracy, and reliability. By integrating our subject-matter expertise and best practices tested through extensive real-world experience, we help you realize the potential of your existing resources.
Portfolio Accounting and Reporting
Need help ensuring your portfolio accounting data is accurate and reconciled, your reports are current, and the output for your advisors and clients meets their needs?
Our ongoing (typically daily) services are available bundled or "a la carte" and include daily downloads and reconciliations, manual statement input, and performance updates and troubleshooting.
We also have unique expertise in alternative investments, ensuring your principal and income entries and adjustments are handled appropriately and accurately.
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