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Business Process Services


With our expertise and comprehensive service offerings, we provide back-office solutions that make your organization more scalable and efficient.

Scalable, efficient solutions

We manage a wide range of business process services, including investment fund record-keeping, distribution solutions, trust accounting, tax reporting, and investor communications, ensuring that your organization remains compliant and efficient. By streamlining these vital tasks, we help reduce overhead, mitigate risk, and deliver valuable insights into your business operations.

Transform Your Business Processes

Your competitive advantage starts with a reliable back office. Our people and technology have been the financial industry’s gold standard for decades, which means you can rely on us for flexible, accurate, timely service, and rigorous standards of quality control.

Man typing on a laptop with document files and business process management graphics overlayed.

Digital Process Automation For Enhanced Efficiency

To drive greater scalability and performance, we leverage Blue Prism® Chorus BPM – a robust business process management technology developed by our parent company, SS&C Technologies. Chorus BPM digitizes complex transactions, enabling streamlined workflows to process work with less risk and fewer errors. The result: faster processing, improved accuracy, and enhanced operational efficiency for our clients.

Adapt, grow, and thrive

Whether you’re a long-established organization or an emerging start-up, our expertise can help you navigate the rapidly evolving market and regulatory landscape. With years of experience and industry-leading best practices, we deliver reliable operational support that empowers your business and provides a competitive edge.

Client Centered Service

When you choose IFDS, you’ll experience a client-centered partnership. Your team includes a relationship manager who develops a strategic understanding of your business and a client services support team that works closely with you daily.

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