What to Look for in a Managed Services Provider

Are you in the process of evaluating an operational managed services provider, or is outsourcing your operational services a future consideration for your firm? As with all things, not all providers are alike and it is important to exercise your due diligence to better understand the capabilities of the provider to ensure their services can be tailored to meet your needs.

SS&C Advent experts, Eddie Russo and Aani Nerlekar, had a conversation on how to evaluate a managed services provider and what the key questions you should be asking to certify that this vendor is right for your business.

Leave this conversation with a framework of how to ensure you are:

• Engaging in a co-sourcing model that enables full data and reporting access
• Gaining peace of mind through data governance services
• Empowering your employees by outsourcing time-intensive tasks, e.g., reconciliation, asset servicing, and file monitoring
• Reducing IT infrastructure and software upgrade costs