The unique ServiceMatrix presents a flexible framework for custom analysis across the front, middle and back offices - encompassing:

 PRE TRADE / TRADING      OUTSOURCING      FUND SERVICES
 CUSTODY / CLEARING      ADDED VALUE
 INFORMATION DELIVERY      CLIENT SERVICE

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Service offerings

Examine the service offerings of 50+ leading providers, across clearly defined categories and elements

The following service providers have published listings at the ServiceMatrix:

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Benchmarking

Evaluate services delivered by your providers

Join the largest community of institutional investors, wealth managers/family offices, broker-dealers, asset managers and others in the ServiceMatrix Survey to qualify for complimentary survey reports throughout the year.

Traditional surveys	vs	ServiceMatrix
Their objectives		Your objectives
× An open platform to aid your vendor management In today's environment of heightened regulatory and commercial pressures, operational excellence is paramount on a firm's journey to realise its strategic ambitions and mitigate risk. ServiceMatrix is a flexible platform allowing you to drive your own service provider benchmarking and process improvement.
Their timetable		Your timetable
× A live record of service provision With no set timetable, you can provide feedback when it suits you. Rating is ongoing, with firms regularly submitting feedback on their service providers. From time to time, we release free reports on provider performance to qualifying respondents.
Limited scope		Choice of scope
× A survey with your choice of scope With 350+ service elements across seven areas, you can give feedback on the services that matter to you, and evaluate service provider performance across these.    PRE TRADE / TRADING     Securities Foreign exchange    OUTSOURCING     Front office servicing Mid/back office scope Trade processing Income processing Corporate actions processing IBoR P&L Retail-level custody Insurance investment accounting    FUND SERVICES Fund administration - traditional Transfer agency Fund administration - alternative Investor servicing/TA - alternative Depositary/Trustee/Fiduciary    CUSTODY / CLEARING     Securities clearing Derivatives clearing Settlement Asset safekeeping & Network Custody risk & fees Income collection Corporate actions Tax services Proxy voting/Class actions Master custody    ADDED VALUE Institutional client reporting Portfolio accounting/valuations Performance measurement & risk Liquidity management Sec lending/cash financing Compliance monitoring Regulatory reporting Collateral/liquidity management    INFORMATION DELIVERY     Instructions Reporting    CLIENT SERVICE Service standards Service delivery
Subset of providers		Any providers
× The widest universe of service providers You can rate any of your service providers at ServiceMatrix and gain insight on how they perform against a wide range of competitors. More than 50 leading providers have also profiled their service offerings, allowing you to see what's on offer.
Sales driven		Peer-group driven
× Putting the power in your hands Many of the world's most prestigious financial institutions have come together to drive survey and benchmarking activity, removing the bias often found in traditional surveys which allow service providers to manipulate client participation.

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Process evaluation

Capturing current standards and metrics to help guide industry best practice

Record standards and metrics currently applied, in order to benefit from benchmarking against best practices.