Business Verticals

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We bring an end-to-end view of your entire office to your transformational initiatives. With deep domain expertise in front, middle, and back office functional areas and technologies, our clients leverage our experience to anticipate and remove obstacles to deliver impactful results. We work with our clients to meet their strategic objectives and position them for future growth.

Asset Management

The pace of change in institutional asset management is accelerating. Whether you're integrating IA, launching new products in alternative markets, or outsourcing, we understand your core investment business and the impacts of change on fiduciary, operational, and reputational risks. Our end-to-end expertise ensures your initiatives are executed with foresight, positioning you for success in a dynamic market. Trust us to guide you through these transformative times.

  • Research
  • Client Onboarding
  • Asset Allocation
  • Cash Management
  • Portfolio Management
  • Trading
  • Trading Outsourcing
  • Investment Compliance
  • Investment Operations
  • Middle Office Outsourcing
  • Investment Book of Record
  • Investment Analytics
  • Portfolio Accounting
  • Reconciliation
  • Performance Measurement, and Attribution
  • Data Warehousing And Governance
  • Data Provider Outsourcing
  • Regulatory Reporting
  • Risk Management
  • Client Reporting

Wealth Management

As the retail investment management landscape evolves, key trends such as acquisitions for scaling, modernized vendor platforms, and expanded tax-efficient product offerings are reshaping the industry. Our deep understanding and experience in these areas ensure that your business can navigate these changes seamlessly. TorreBlanc can provide the steady hand and nuanced expertise required for successful transformation, positioning you for continued growth and success.

  • Proposal Generation
  • Products and Models
  • Client Administration Events
  • Product Overlay
  • Order Generation / Rebalance
  • Tax Lot Harvesting
  • Trading / Order Routing
  • Compliance / Restrictions
  • Reconciliation
  • Performance Measurement and Attribution
  • Investment Book of Record
  • Client Reporting and Billing
  • Investment Accounting
  • Model Distribution
  • Data Warehousing
  • Custodial Data

Asset Servicing

In the evolving landscape of asset and wealth management, firms are increasingly seeking opportunities to scale by outsourcing trading, middle, and back-office operations. However, the solution for each manager is unique. Asset managers may prefer an oversight engagement with a global bank and asset servicer, while wealth managers might opt to outsource to software vendors. TorreBlanc brings an in-depth understanding of asset servicers and collaborates with clients to implement their operational strategy with their chosen provider. Leveraging multiple relationships with asset servicers, TorreBlanc ensures a tailored approach that meets the specific needs of each client.

  • Front-to-Back Solutions
  • Accounting and Data
  • Compliance
  • Investment Operations
  • Outsourced Trading
  • Transition Management
  • Middle-Office Outsourcing
  • Fund Services
  • Banking and Treasury
  • Reporting
  • Custody Integration
  • FX Hedging
  • Clearing and Settlement
  • Transfer Agency
  • Fund Accounting

How TorreBlanc Can Help

Advisory

Delivering a clear roadmap for Vendor Selection, Target Operating Model, Technology and Data Architecture and Program Mobilization. Our holistic approach serves as a strategic roadmap, addressing potential pitfalls while aligning visions with stakeholder goals.

Execution

Elevate your initiatives with TorreBlanc. We pride ourselves on sourcing mission-fit, experienced, and industry-hardened consultants who leverage their deep bench of experience for immediate impact.

Impact Stories

Technology

Fund Accounting System Consolidation

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Process

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Ready to Transform Your Business?