What it is
Investment-operations BPO is the part of the business that never appears in a pitch and never stops running: every position validated at origin, every valuation struck, every movement reconciled across the PMS, the custodians and the pricing sources, corporate actions processed, and every regulatory submission assembled before its window opens. finnerve's BPO runs that as a managed operation on the finnerve platform — five operating layers, from data acquisition through valuation and reconciliation, governance, reporting and regulatory enablement — so the operation behind your investment decisions is precise, continuous and defensible without you building and staffing it yourself.
This is not a load-management service or reconciliation grunt-work handed to an offshore desk. The people running it are operators who have sat in the seat, and the platform and its AI agents carry the routine volume so those operators spend their time where judgment is needed: the machine flags the deviations, and a person resolves them before they become systemic. You keep the investment decisions and the client relationships; your team sees exactly what we see, through the same tools; and because each layer feeds the next, taking on one makes the rest cleaner rather than adding another seam.
Who it's for
The BPO runs for firms that want institutional operating discipline behind their book without building the operation — from a manager offloading its middle and back office to a house expanding into a market where it has no operations team.
- Asset managers — keep the portfolio managers and the book; hand valuation, reconciliation, corporate actions and regulatory filing to an operation run on the platform.
- Fund administrators & funds — mutual, public and private — daily NAV, multi-account reconciliation and regulatory reporting operated to the cent, with audit-ready evidence on every movement.
- Wealth managers — multi-custodian reconciliation and client and board reporting without standing up an operations function to produce them.
- Family & multi-family offices — institutional back-office precision across a complex, multi-currency book without institutional headcount.
- Managers expanding into a new market — operations coverage against local custodians and local regulation from day one, without hiring a local back office first.
What it covers
The BPO operates five layers, from raw feeds at origin to the regulatory submission — one architecture, run end to end.
- Data acquisition & validation — automated connection and monitoring of custody, market and accounting sources, with structural validation and early anomaly detection so integrity is enforced at origin.
- Valuation & reconciliation — daily valuation under internal and regulatory policy, with automated reconciliation across the PMS, custodians and pricing sources and corporate-action processing — every position and movement reconciled to the cent.
- Data governance & QA — a data-quality framework measuring accuracy, completeness and timeliness, with full traceability on every movement and a progressive operational-risk matrix that tightens as automation matures.
- Reporting & operational insights — periodic operational reporting with trends, evolving stability KPIs, and client and board outputs produced on schedule rather than assembled by hand.
- Regulatory enablement — a regulatory reporting pipeline with critical-field mapping and pre-validated submissions, plus document management ready for audits and inspections.
How it fits your stack
The BPO runs on the finnerve platform, but it operates around the stack you already have rather than replacing it. It reads from the custodians, brokers, market-data and accounting sources you run today; your investment team keeps making the calls and your relationship managers keep the clients; and the operation produces the clean data, the struck NAVs, the reporting and the regulatory submissions that flow back out to your front office, your board, your investors and the regulator. When something can't be resolved cleanly, it drops to an exception queue that finnerve operators clear — with your team watching the same view.
We ramp by running alongside you
Taking on the BPO is onboarding an operation, not installing software — and we do it the way an operator would, not the way a vendor would. We start by running alongside what you have: connecting your custodian, market and accounting feeds through a connector library already validated across the region, reconciling your recent history so the starting position is defensible, and standing up the reconciliation, valuation and regulatory pipelines against your real data before we own anything.
Our assets do the heavy lifting — pre-built operating flows, regulatory reporting pre-mapped to local regulation, and AI agents that carry the routine volume — so the ramp is measured in the operation stabilising, not in a project plan. From there we take the layers one at a time — acquisition, valuation and reconciliation, governance, reporting, regulatory enablement — until the BPO is steady-state across all five, governed by a service-level framework that tightens as the operation matures. There's no lock-in: a 30-day exit, a full handover playbook, and your data and operating documentation yours throughout. Bring us a day of your operation — the feeds, the reconciliations, the regulatory calendar — and we'll tell you exactly which layer we'd take first.
Results
What good looks like: a manager keeps its investment team and its client relationships fully intact while finnerve operates the entire middle and back office to the cent — reconciled daily, regulatory submissions ready before the window, at an operating cost well below standing up the same capability in-house.
We'll bring the named reference closest to your operation — and its real numbers — to the discovery session.
Frequently asked questions
Is this a call-centre BPO or an offshore ops team we hand tickets to?
No — and the difference is the whole point. The BPO is an operations layer run on the finnerve platform by people who have done investment operations themselves, not a low-cost desk clearing a queue. The platform and its AI agents carry the routine volume; operators spend their time on the deviations that need judgment; and every layer is engineered, monitored and measured rather than merely staffed. Book a discovery session and we'll walk you through how a single reconciliation break travels from detection to resolution.
If finnerve runs the operation, do we lose visibility and control?
You lose the burden, not the control. You keep the investment decisions and the client relationships, and your team sees exactly what our operators see through the same tools — the same reconciliations, the same exceptions, the same evidence — so nothing happens in a black box. Total traceability is a design principle: every process is verifiable and supported by audit-ready evidence, and every movement is traceable end to end. We'll give your team the operating view in a session and let them inspect a live day.
Do we have to move onto the finnerve platform and rip out our current stack?
The operation runs on the finnerve platform, but it operates around your existing stack rather than replacing it. The BPO reads from the custodians, brokers, market-data and accounting sources you already run, and your front office keeps working the way it does today — the change is who operates the middle and back office, not what your investors and your desk touch. Continuous engineering absorbs new assets, formats, custodians and regulatory demands without a change project each time. Tell us what's in your stack and we'll map exactly what we'd connect to versus what stays as-is.
What actually happens to exceptions — does the machine just auto-resolve them?
It doesn't, and that's deliberate. The machine flags deviations in minutes rather than days, but an operator resolves them before they become systemic failures — the automation escalates, it never silently guesses. Every exception and its resolution is logged with audit-ready evidence, so a clean daily close is backed by a record of exactly what was caught and how it was cleared.
How fast can you take over, and what about our regulatory filings during the transition?
We ramp by running alongside your current operation first — connecting feeds, reconciling recent history, and standing up the valuation and regulatory pipelines against real data before we own anything — so nothing goes dark during the handover. The regulatory layer produces pre-validated submissions with critical-field mapping, and reconciliation runs daily. Filings stay covered because we don't cut over a layer until it's steady-state. Bring us your regulatory calendar and we'll sequence the takeover against it in a discovery session.
What if we want to leave, or bring the operation back in-house later?
Then you leave cleanly. You go on 30 days' notice, with a full handover playbook and no lock-in — your data and your operating documentation are yours throughout, and the audit trail means the operation is fully reconstructable by whoever runs it next. We earn the renewal on operating quality every quarter, not on a contractual moat.