Managed Operations
24/7 overnight monitoring. Nightly batch processing. Trading file validation. Daily operations support at a fraction of the cost of building an internal team.
The Problem
Running retirement platform operations 24/7 requires specialized knowledge that's increasingly hard to hire and retain. Nightly batch processing, trading file validation, reconciliation, file monitoring — it all has to happen every single night, and it all has to be right.
How We Help
We provide ongoing operational support — from overnight NSCC/DART file monitoring to daily trading and batch process management. Our managed ops team includes practitioners who've run operations for some of the largest recordkeepers in the country. We don't just monitor — we troubleshoot, escalate, and resolve.
Key Capabilities
- 24/7 nightly and daily operations support
- Batch processing monitoring and management
- Trading file validation
- NSCC/DART file monitoring with escalation procedures
- Reconciliation support
- Production incident management
- Database administration
- Infrastructure optimization
Proof Point: Recordkeeping Software Provider
Ongoing overnight monitoring service (10PM–7AM EST, Tuesday–Saturday) with full escalation procedures and daily status reporting.
Related Services
From the Library
Further reading on managed operations
Research, case studies, and field notes from our practice on this topic.
Cracking the Retirement Profitability Puzzle
Why Most Recordkeepers Can't Tell You Which Plans Actually Make Money — and What It Takes to Find Out
A Convergent perspective on operational complexity, platform consolidation, and the hidden economics of retirement plan administration. Account balances have no statistical relationship to servicing cost — and that gap is where margin disappears.
Three Recordkeeper Operations and the 20% That Actually Mattered
Across hundreds of platform engagements, the operational improvements that actually move the needle are not the ones that get the most attention. Three scenarios from real client work, with what we found and what we changed.
Read articleYour platform won't modernize itself. Let's talk.
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