Market Street Advisors > Products & Services > MSA Ops

MSA Ops

MSA Ops

2 professionals on LinkedIn recommend this product

  • Glenn Dorsey
  • Brian Schwab

Product Overview

MSA Ops, outsource services from Market Street Advisors, provides asset managers a powerful way to control costs and increase flexibility. Using MSA Ops services not only provides the traditional outsourcing benefit of scaling costs with growth, but also allows managers to focus on their core competencies by leaving the rest of the managed account life cycle to us.

Managers using Archer MSA can choose from a suite of outsourcing services that best meet their needs, up to and including the full outsourcing of middle and back office processes. Realtime operations reporting allows managers to see the status of daily progress updated as soon as tasks are completed, providing transparency and insight.

  • Flexible business process outsourcing
  • New account processing
  • Daily account reconciliation
  • Ongoing account maintenance
  • Dedicated customer support
  • Realtime operations reporting

2 Professionals recommend MSA Ops

All professionals that recommend MSA Ops

  • Glenn Dorsey
    Glenn Dorsey, Portfolio Manager at American Independence Financial Services

    Greater New York City Area

    I have used MSA for the past 3 years. We outsource all of operations to MSA, including new account paperwork, account reconciliation, performance measurement, composite maintenance, etc. We utilize the Archer MSA system for portfolio accounting and trade creation. The MSA team is professional and extremely responsive.
    • February 27, 2012
  • Brian Schwab
    Brian Schwab, VP - Sr. Business Manager at Legg Mason Private Portfolio Group

    Baltimore, Maryland Area

    I recommend this product

    • February 20, 2012

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Focus on your busines with MSA Ops.

See how MSA Ops can help you with the managed account lifecycle so you can concentrate on your core business.