Consulting
Outsourced management
Corpus Partners provides strategic guidance to small and start-up financial services businesses including outsourced Chief Investment Officer (CIO), Chief Compliance Officer (CCO) and Chief Financial Officer (CFO) services.
Our principals can serve in either an executive or non-executive capacity in accordance with best practice and local applicable laws.
outsourced trade operations
As reporting standards become more complex, we can aid you in developing and testing new reporting processes to include elements of ASIC, MAS, EMIR, MiFIR, and MiFID II.
We can help you develop and implement methodologies to analyze and improve the efficiency and effectiveness of you operations.
Service provider introduction and management
We can help you find, select, and manage best in class external service providers and the right price.
accounting and tax reporting
Financial records and reporting are critical to business success. Corpus Partners helps clients manage their financial data and comply with international, federal, and state tax laws.
Administration
Fund Administration
Corpus Partners can help you with NAV calculations, portfolio accounting, fund accounting, partnership accounting, investor statement delivery, distribution waterfall administration, and capital call/distribution processing.
Managed Account Platform
We can help you manage your Separately Manage Account Platform, including portfolio accounting, reconciliations of LP and SMA investments, fund accounting, partnership accounting and investor statement delivery.