Matria Business Solutions

Investment management firms running lean back-office teams often face a hard choice: hire experienced operations staff at a high cost, or accept generic outsourcing designed for someone else's workflow. Matria Business Solutions, based in Knoxville, Tennessee, offers a third option. This BPO company USA investment advisors rely on focuses entirely on the back office of advisory and asset management firms, delivering customized outsourcing built around each client's actual processes rather than a standard package. Matria's service menu covers the full range of back-office functions an investment management firm depends on. That includes transaction processing, account reconciliation, fee calculation and account invoicing, and performance calculation. Beyond daily operations, the firm offers workflow analysis, automation services, composite construction assistance, marketing and RFP support, Advent custom report writing, third-party integration, and class action filings. Every service is available on a consulting basis or as a fully outsourced solution. Firms can outsource as much or as little as they like, for as long or as short a period as needed. GIPS compliance is a deep specialty. Under the leadership of founder and President Jennifer McKinney, CIPM, Matria works with firms to develop and document procedures for achieving and maintaining GIPS compliance, evaluate their entire account universe including closed accounts, build custom tools that apply composite criteria objectively, document all composites, create and maintain required disclosures, and support the verification process. McKinney holds the Certificate in Investment Performance Measurement from CFA Institute and brings over 20 years of back-office operational experience to every engagement. Matria serves the investment management industry specifically, from established advisors to new RIAs just starting out. Its clients collectively manage over $10 billion in assets for high net worth individuals and institutions. This is not a call center or a generalist back office outsourcing shop. Matria's principals have more than 40 years of combined experience in trading and operations, which means they understand how the pieces of an investment firm fit together at the transaction level. What sets Matria apart is how closely its staff integrate with each client's existing team. Rather than handing off work to a remote pool, Matria professionals work as an extension of the client's organization, collaborating with in-house personnel on an ongoing basis. Each service package is built specifically for that client. The firm also focuses actively on automation, looking for repetitive tasks to streamline and old processes to improve. For firms looking for an AI-ready BPO partner that already thinks in terms of back-office efficiency, that focus is a meaningful differentiator. To learn how Matria can support your operations, call 865/675-3952 or connect through BPOAI.ai to request a quote.