BPO & Financial Back-End Support

At AFPL, we specialize in delivering streamlined BPO and financial back-end support solutions that empower financial institutions, investment firms, and distributors to operate more efficiently, compliantly, and client-focused.

 

Our services are tailored to reduce operational burden while ensuring accuracy, security, and seamless service delivery across every financial process.

KYC Management & Investor Onboarding

We ensure that your investor onboarding process is swift, secure, and fully compliant with regulatory standards. From document collection and verification to real-time KYC updates and due diligence checks, our team manages the end-to-end investor lifecycle with precision and care.

Our KYC solutions include :

Portfolio MIS & Backend Processing

Gain deep insights and operational clarity with our portfolio MIS and back-office solutions. We automate and manage transaction entries, reconciliations, portfolio tracking, and custom reporting to help your clients and teams make informed decisions

Key Services: :

Investment Call Support & Service Coordination

Deliver a high-touch client experience with our investment call and coordination support. We act as an extension of your advisory or support team, assisting with inbound client queries, transaction support, and service follow-ups to ensure investor satisfaction at every touchpoint.

Our offerings include: