An Initial Overview of Processing Firms: A Select Few Firms Manning the Back Office
Best Selling Research Reports
    Recently Released!!!
    Date Published: February 2010
    193 Pages

    The purpose of this report is to provide readers with an initial understanding of the various processing firm channels, including transfer agents, institutional custodians, fund accountants, clearing brokers, & prime brokers. While these firms lack a common history, they share a common purpose of serving the back office needs of financial services firms. This is the first draft of Tiburon's research on this topic.

    This is Tiburon's first draft of this report; this draft consolidates prior Tiburon research into one report.

    Written by Tiburon Managing Principal Chip Roame & Research Associate Madhu Subramanian.


    Client Access

    Tiburon Research Report Access Program subscribers may click on any of the icons below to access any part of this research report.

    Public Access

    Please click on the Table of Contents icon below to see more detail of this research report.

    Research Report
    Appendix
    Media Access

    Members of the media who would like further access to the components of this research report may click on the icon below or send an email to Sarah Sage.

    Research Report
    Key Findings
    Research Report
    Power Point Deck
    Research Report
    Executive Summary
    Research Report
    Excel Data Sheet
    Research Report Orders
    All Tiburon Research Reports cost $5,000, delivered electronically, and can be shared internally at your company.

    Clients can order Research Reports online and select bill me upon delivery. Research Report invoices follow receipt of report and are payable in 30 days. The online order form will soon accept credit card payments.

    If you are having difficulties ordering the report online please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.