Perficient Trex
Consistency, Compliance and Efficiency

Servicing investors can be a costly process for brokerage operations due to complex transactions that rely on manual processes and niche domain knowledge.

Trex enables retail and institutional servicing operations managers to automate workflows and streamline account management processes (Customer onboarding, Redemptions, allocation adjustments, and transfer of assets). It will also show business & technical metrics across the systems, business areas, etc. In addition, Trex helps to ensure regulatory compliance with consistent processing along with a rules engine to identify documents/procedures for different customer and transaction types. Finally, it offers integration with third party providers to determine risk profile of potential customers

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