Unlocking Financial Excellence Through Specialized Consulting

What do we do?
We specialize in fostering durable rightsourcing alliances by conducting impartial evaluations of service providers.
Our services encompass comparative analyses to bolster your benchmarking initiatives, along with comprehensive individual assessments across diverse criteria, facilitating informed decision-making.
These assessments, conducted with utmost confidentiality, are made accessible to our clients and partners. We understand that armed with pertinent information about Administrators, our clients can discern crucial strengths and attributes essential for selecting the ideal Rightsourcing Partner.
We help unlock superior business success through our commitment to data-driven Rightsourcing decisions. With us, you will experience the transformative power of performance data, serving as a strategic guide for service-provider evaluation. Our data-stories depicting the impact of decisions catalyze informed management actions, ultimately elevating your business outcomes.
How do we do it?
Utilizing our deep industry insight, service-oriented approach, and our proprietary “RankingTools,” we systematically evaluate and monitor Administrators across multiple metrics.
Our ranking methodology encompasses a comprehensive spectrum of criteria, including global presence, depth of product offerings, regulatory compliance, technological capabilities, and various other datasets. These metrics are highly adaptable and can be customized to align precisely with the specific priorities and preferences of our clients.
Whatever factors hold significance for you, we ensure that they are appropriately weighted within our “RankingTools,” guaranteeing a tailored assessment process that accurately reflects your unique requirements and objectives.


How do we do it?
Utilizing our deep industry insight, service-oriented approach, and our proprietary “RankingTools,” we systematically evaluate and monitor Administrators across multiple metrics.
Our ranking methodology encompasses a comprehensive spectrum of criteria, including global presence, depth of product offerings, regulatory compliance, technological capabilities, and various other datasets. These metrics are highly adaptable and can be customized to align precisely with the specific priorities and preferences of our clients.
Whatever factors hold significance for you, we ensure that they are appropriately weighted within our “RankingTools,” guaranteeing a tailored assessment process that accurately reflects your unique requirements and objectives.

Who do we do it for?
We collaborate with a diverse range of clients, including Asset Managers, Corporates, Banks, Open/Closed Ended Funds, Pension Funds, Sovereign Wealth Funds, Data Analysts, and Insurance Companies. These entities often seek to outsource operational activities or engage third-party professional services to enhance their business operations.
Our expertise lies in facilitating the identification of the ideal outsourcing partner for our clients. Leveraging our proprietary R3X process—comprising Research, Ranking, and Recommendation—we meticulously assess potential partners to ensure alignment with our clients’ specific needs and objectives.
Why is this important?
Outsourcing operational activities or engaging third-party professional services is essential for modern businesses in the financial services sector. With the growing specialization and utilization of proprietary technology among service providers, our clients possess a distinct opportunity to collaborate with industry-leading firms that excel in their respective fields.
Selecting the appropriate partner can significantly contribute to achieving your organizational objectives and maintaining a competitive edge in the market.
We advocate for the benefits of outsourcing, emphasizing the power of collaboration. Our mission is to assist you in identifying the ideal service provider that aligns with your needs and aspirations. Together, we’ll help you discover your champion service provider.


Why is this important?
Outsourcing operational activities or engaging third-party professional services is essential for modern businesses in the financial services sector. With the growing specialization and utilization of proprietary technology among service providers, our clients possess a distinct opportunity to collaborate with industry-leading firms that excel in their respective fields.
Selecting the appropriate partner can significantly contribute to achieving your organizational objectives and maintaining a competitive edge in the market.
We advocate for the benefits of outsourcing, emphasizing the power of collaboration. Our mission is to assist you in identifying the ideal service provider that aligns with your needs and aspirations. Together, we’ll help you discover your champion service provider.

How we add value
- Reduce the overall third-party outsourcing costs by 10% to 15% annually through our benchmarking support.
- Improve the discovery and appointment process with our service provider assessments, resulting in long-term cost and effort savings of up to 5% of the contract value.
- Enhance the User Experience for both parties by establishing clear targets and deliverables, thereby reducing administrative management time by over 20% and minimizing errors and omissions by 80% through the establishment of KPIs and SLAs.
- Measurably increase the speed and quality of decision-making during the appointment or change of outsourcing partners with our Rightsourcing feedback.
- Empower clients and grant greater control over outcomes through our Partnering approach, seamlessly integrated within all relevant agreements.