Administration Review

Regardless of whether your fund is administered in-house or by a third party, ITM can help by undertaking a thorough review of the funds administration.

The scope of the review can be tailored to your individual needs and helps you comply with prescribed risk management requirements. Typical areas for review include staffing structure, procedures, interfaces, security and fraud, communications, internal cost assessment and benchmarking against industry standards.

Our review is totally independent, can be undertaken either on or off-site and provides a RAG (Red, Amber, Green) status report; highlighting cost saving opportunities and recommending risk mitigation controls.

Our service can be confined to a review of administration or combined with a System and Process Review so you fund receives a comprehensive Health Check.

• Data Analysis (Risk Audit and Reporting)
• Data Cleanse and Imaging
• Data Migration and Implementation
• System Coding and Testing/Outsourced System Support
• Benefit Calculation Audit
• Health Check
• System and Process Review
• Administration Review

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