Health Check
Regardless of whether your fund is administered in-house or by a third party, we can help by undertaking a thorough review of the funds administration, procedures, risk controls and systems – a comprehensive 'Health Check'.
The scope of the health check 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, and internal cost assessment, in addition to a system calculation audit and detailed data analysis.
Our review is totally independent, can be undertaken either on or off-site, and provides a RAG (Red, Amber, Green) status report on all areas; highlighting cost saving opportunities and recommending risk mitigation controls where necessary.
Our review can include or be confined to a System and Process Review if required.
The benefits of ITM’s approach
- ITM is a totally independent organisation, which ensures a balanced and impartial review.
- Our impartiality can help you meet prescribed risk management requirements.
- Our technology led approach links administration and systems from a practical view point.
- Our suggestions provide you with both practical and cost effective solutions.
- Our comprehensive reporting delivers a 360 degree view of the health of your fund, whilst providing key strategic administration advice.