Middle-office operations for global credit fund managers
Managed Services & Operational Support Built for Capital Markets
Vichara provides managed services and operational support for investment managers, banks, and real estate platforms across trading, accounting, fundamental research, data, and technology operations. Whether deployed offshore, onshore, or in a hybrid model, we help firms improve efficiency, reduce operational risk, and scale investment and operational capacity without sacrificing quality, control, or institutional standards.
What We Deliver
We provide end-to-end managed services across critical front-, middle-, and back-office functions.
Trade & Middle-Office Support
Daily trade capture, reconciliation, exception management, and issue resolution across platforms such as Allvue Everest, Broadridge Sentry, Advent Geneva, and Markit MDM.
Portfolio & Property Accounting Services
Fund-level and asset-level accounting support, financial statement reviews, expense allocation, and reporting across large, multi-asset and real estate portfolios.
Fundamental Research & Investment Support
Dedicated research analysts supporting bottom-up fundamental analysis, including data gathering, model support, cashflow and valuation inputs, credit write-ups, asset summaries, portfolio monitoring, and ongoing surveillance.
Data Operations & Reporting Support
Ongoing data validation, normalization, enrichment, and reporting for investment, risk, and management teams, ensuring timely, accurate information for decision-making and research workflows.
RPA & Automation Operations
Monitoring, maintenance, and optimization of robotic process automation (RPA) environments supporting operational and research workflows.
24×7 IT & Network Operations (NOC)
Continuous monitoring, incident response, and escalation for network and platform operations using enterprise monitoring tools.
Enterprise-Grade Technology Stack
We support a broad range of proven infrastructure technologies.
Automation & Workflow
UiPath, Power Automate, OpenBot, Azure Logic Apps
Monitoring & Service Management:
SolarWinds, ServiceNow, Datadog, Azure Monitor, Prometheus, Grafana
Data & Vendor Platforms
Allvue, Broadridge, Advent Geneva, Markit MDM, Yardi, RealPage, VTS, Workday
Proven Operational & Research Delivery at Scale
Our managed services teams support complex, real-world investment environments.
These services are embedded into clients’ day-to-day investment and operational workflows, not run as standalone outsourcing functions.
Request more infoFlexible Delivery Models
We offer engagement models designed to align with your operating and cost objectives.
Why Vichara
Operational and research teams with real investment-domain experience
Platform-aware support, not generic outsourcing
Research aligned to your investment process and standards
Scalable delivery models that grow with your business
Cost efficiency without sacrificing quality or control
Long-term partnerships built on reliability, trust, and continuity
Run real-time pricing, risk checks, and respond faster to market moves.
Contact Us
For over 25 years, Vichara has supported global investment firms, asset managers, and financial institutions with advanced technology and analytics platforms that solve real-world capital markets problems.
We’ll connect you with a Vichara product expert or domain consultant, not a sales rep. So you get answers, not pitches. Complete the form and we’ll connect you with one of our experts.
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