Adepa offers both the stability of an international group working in asset management since 1980 and an Italian team with specific experience in this field for more than twenty years.

Expertise, innovation and reliability for specialized support in the world of finance.

BPO Services

The present economic situation calls for a particular attention to the cost and efficiency of internal structures. In this perspective, Adepa offers a wide range of services that allow the Fund Management Companies (SGR in Italy) to concentrate on their real core business and rely on outsourcing single processes (BPO) or complete administrative areas (Full Outsourcing).

 

Examples of some of the areas covered by our BPO expertise:

  • NAV Accounting
  • Italian Transfer Agent
  • UCITS customer administration
  • Administration of Private Portfolios managed for both retail retail and institutional investors
  • Adminstration of Insurance Companies portfolios
  • Pricing
  • Securities database management
  • Calculation and payment of trailer fees to distributors
  • Internal Audit SGR – SIM

Consulting

Adepa Consulting offers support for all kinds of needs in the asset management sector, starting from the creation of financial instruments through to distribution. Adepa also offers tailor-made solutions and customized structures for the development and optimization of business abroad.

  • Business Consulting
  • Internal operational processes review
  • Data migration support
  • System Integration
  • Organizational consulting

Adepa Consulting Team has more than 10 years of experience in the parameterization and integration of Multifonds, the internationally leading software in financial accounting.