Scope of Service

InfoGrate Wealth supports the technology and operations areas by managing, selecting, integrating, or running Applications, Operations, Reference Data, and Infrastructure. We essentially take care of the missing pieces of Technology and/or Operations in any of these 4 areas.

Application Management

Application Architecture, Vendor Selection, and Implementation Support

Operations Management

Operational Support, Reconciliation, and Training Best Practices

Reference Data Management


Infrastructure Management

Oversight and Design


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