Middle office
- Trade management
- Trade capture & allocation
- Trade confirmations
- Investment compliance
- Collateral management
- Securities lending
Key trends shaping the future of asset management
Asset management services are evolving, powered by digital transformation, regulatory demands, and the need for differentiation with digital tools and alternative investments. Technology, firms are consolidating investment operations across asset classes by adopting unified platforms to improve efficiency and scalability.
Key stats
20+Years of experience
10+Happy Clients
30+Projects Completed
4Countries Serverd
Why us?
Zepstar helps asset management firms turn challenges into opportunities with end-to-end solutions designed for innovation and growth. We do this by combining digital transformation and intelligent automation.
We also support front, middle and back-office operations through outsourcing and provide specialized solutions to improve operational efficiency. Our deep domain expertise and digital delivery models provide a single trusted partner for technology, enhanced AI, and automation.
Our differentiators
We have deep experience across the functional value chain of the investment management domain. We combine market research, data management, trade management, reconciliations, corporate actions, fund accounting, expense administration, and regulatory reporting. Our teams support asset managers across diverse asset classes and operating models, helping improve control, transparency and operational efficiency.
Streamlined workflows and automation reduce manual effort, improve turnaround times and help teams focus on higher-value decisions.
Standardized controls, robust reconciliation processes and clear audit trails strengthen governance across operations.
Defined service levels and transparent reporting keep service delivery measurable and accountable.
Our approach is built around trusted partnerships, consistent delivery and continuous improvement.
Service offerings
Back office
- Trade reconciliation
- Trade confirmation/matching
- Statements & fund management
- Reconciliation accounting
- Exception resolution
- Corporate action processing
- Expense & income accrual
Reporting & compliance
- Board & shareholder reporting
- Regulatory reporting
- Tax reporting
- Client reporting
- Fund setup assistance
- Compliance testing
- Regulatory oversight & controls
Success Stories
Bringing value to businesses through our
products and services
CASE STUDY
Unleashing the experience dividend, powered by bots
CASE STUDY
Zepstar helps teams streamline data operations and unlock new value.
How It Works
Simple process to achieve your financial goals
1
Consultation
Understand Business Requirements
2
Process Assessment
Analyze Processes & Needs
3
Solution Design
Design Tailored Business Solutions
4
Implementation
Execute & Implement Solutions
5
Continuous Support
Ongoing Support & Optimization