Keystone Fund Solutions

Outsourced Business Process Operation

Keystone Fund Solutions Inc. is a trusted partner to leading investment management firms across North America. We offer integrated cost-effective outsourcing solutions, providing the technology and processes as an extension of your operations and investment making process.

Our Vision is Simple

  • Golden Data: Deliver a comprehensive framework for data reconciliation that supports your core mission of increasing revenue.
  • Simple Fees: Offer straight-forward subscription services that promote your growth and reward you for your success.
  • Workflow: Provide a team of experts committed to operational continuity, transparency and ongoing process optimization.
  • Service: Create a consistent customer experience, offering superior service across all touchpoints.

A Team of Industry Experts Working for You

As a leading provider of BPO outsourced solutions, our team has decades of experience in the asset management industry. Our experts support a diverse and growing client base of more than $1 billion in collective assets. We offer a service platform focused on data integrity, operational efficiency and reporting processes to reduce risk and operating costs.

About Keystone Fund Solutions

Headquartered in Toronto, Canada, Keystone was founded in 2017 to provide an alternative operating model which allows asset managers to adapt to the changing demands of a highly competitive capital markets environment. Our innovative subscription-based model is a complete cost-effective solution which delivers flexibility and scalability across a single, integrated service platform.

Our core services

  • Investment Operations: We provide the expertise and capacity to maintain your investment operations.
  • Executive Support Services: Turn-key compliance & finance support for your asset management business.
  • Marketing & Content Creation: Full-service campaign management keeps your investors informed & engaged.
  • Web Design & Maintenance: Our team removes the hassle and expense from maintaining your online presence.
  • Managed IT Services: Modernize your business & drive growth with tailored end-user & infrastructure support.
  • Fund Establishment & Business Consulting: Tailored assistance for asset managers, focused on support growth and innovation.

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Reduce your operational cost and risk

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Contact

Learn how our integrated service capabilities can keep you on the right SIDE of business

info@sidexchange.com

Brookfield Place
161 Bay Street, 27th Floor
Toronto, Ontario CANADA, M5J 2S1

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