Meticulous by Nature | Precise by Process

Investment operations services for freedom, focus, and confidence.

Proven Solutions

The increasing complexity of investments and the demand for additional oversight and communications present time-consuming challenges for CIOs and senior managers.  The most successful investment professionals recognize that they need accurate and timely information and reliable operations support in order to make sound portfolio management decisions.  Xofficio provides a solid foundation for supporting the key functions of the investment office.

Advantages of Outsourcing
to Xofficio

Advantages to Outsourcing to Xofficio

Freedom from non-core investment duties

Time to focus on investments and board communications

Confidence in operations and reporting

Contact Us