Managed accounts can be thought of as having a life cycle that begins with a proposal to an investor, and then continues through new account setup and investment, finally culminating in an ongoing cycle of reconciliation, maintenance, rebalancing and investment management, to reporting. All aspects of an account's life cycle are important to successful investment management -- accurate reconciliation ensures accurate trade orders; accurate account maintenance ensures the application of appropriate investment strategies; etc. However, much of the daily processing can distract an investment manager from their core competencies.
 
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.
 
MSA Ops outsource services from Market Street Advisors provides investment 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.

Once a new account's mandate has been given to an investment manager, that account's information must be entered onto Archer MSA quickly and accurately. MSA Ops takes care of the initial account setup and data entering so that you can concentrate on investing it according to your strategy.

Accurate accounting provides the basis for successful trade implemenation and performance measurement. Reconciling Archer MSA to custodians' and sponsors' holdings and trades provides this foundation. MSA Ops provides reconciliation services with real time status updates so that managers can get to the business of managing investments quickly and with confidence.

Ongoing account maintenance provided by MSA Ops is supported through workflow tools integrated in Archer MSA.

Market Street Advisors knows that to be a true extension of a managers business, we have to partner with our clients. With MSA Ops' dedicated client service, support is always on hand. Speak directly with a person when you need one, and dedicated email for each client ensures your operational needs are met quickly and accurately.