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Consulting and Project Solutions

Audit and Reconciliation
• Operational and financial audit of Fund Administration,
  Transfer Agent and Custodial Bank Services
• Reconcile operational cycles by analyzing, adjusting and
  correcting outages.

Business Process Redesign
• Identify existing manual and automated processes
• Recommend improvements to current and future business

Risk Management and Compliance
• Sarbanes Oxley documentation, testing and review
• Assessment of existing compliance processes and
  identification of controls and regulatory risks

System Integration Appraisal and Support
• Survey and recommend vendor solutions
• System installations and acceptance testing
• Gap analysis and system integration development

Technology Planning and Management Support
• Project scoping and planning
• Project administration and issue resolution

Eastmark Group | 8 Faneuil Hall Marketplace | 3RD Floor | Boston, MA 02109 | Phone: 617-523-5511 | Fax: 617-523-5955