Outsourced Consulting Services

LightPoint can help our customers by offering them a variety of consulting services

Business Areas

Technology Areas

System Installation Services

Onboarding Services

LightPoint’s onboarding services begin before a customer signs up with LightPoint and continue until our customers are live with the system. Every customer is assigned an experienced onboarding professional to ensure that the experience is a positive one.  Some of the services include

Outsourced Operational Services

LightPoint has a high-touch and experienced operations group that works with clients to manage their day-to-day operations; we can take the lead role in managing a client’s operational tasks, including:

Trade Processing and Support

Accounting/Shadow NAV support. Use our Portfolio Accounting module to:

T+1 Reconciliation Reports

T+1 Trade Break Resolution

Asset Servicing

Cash and collateral management. Use our Portfolio Accounting and Operations Management modules to:
Financing (Swaps, Stock Borrow, etc.). Use our Operations Management module to:
Margin Requirements / Purchasing Power. Use our Operations Management module to:
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