Managed Services

Quick. Precise. Secure.

Artiffex’S MANAGED SERVICES REDUCE COSTS AND SAVE TIME, ALLOWING YOUR FIRM TO SCALE.

Reduce Risk

Reduce overhead costs, avoid adopting new software solutions while levelling the playing field.

Increase Efficiency and Competitiveness

Easily compete against larger firms with more sophisticated technology & services.

Reduce Labour Costs

Scale up or down during peak seasons without incurring headcount.

Unparalleled Support and Service

Committed to your success through transparent communications and a best-in-class customer support team.

Streamlined Onboarding Process

Built to ensure you and your team can quickly unlock the value of our platform.

Faster and Better services

Extend your firm’s service offering without investing in recruiting and training of expensive resources.

Expertise when you need it

Handling fluctuating workloads and unpredictable client demands can strain your firm’s resources, especially with staff turnover. Traditional offshore outsourcing isn’t efficient or the only solution anymore. To stay ahead, embrace Artiffex’s turnkey Managed Services.

Our automated solutions minimize costs and enhance productivity, allowing you to focus on what truly matters: delivering exceptional client service and growing your business. Discover how our expertise streamlines and transforms your accounting practice, making it more efficient and effective.

Looking to achieve operational efficiency in today’s competitive market?

Artiffex’s Managed Services provide you with an affordable solution so you can reduce costs and avoid adopting new software.

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ArTiffex Solution

For each client engagement Artiffex delivers:

Reconciled Continuity Schedule per broker account with journal entries
Fx USD tracking schedule
Foreign Asset Verification Report (T1135)
Gains and Loss Reports
Summary of transfers in and out

We also offer comprehensive custom exporting and reporting tailored to your requirements.

See What Artiffex Has Done for Clients

We sought a trusted partner to help us with the investment reconciliation process. With Artiffex, we have been able to leverage the power of automation to dramatically reduce the work in progress associated with reconciling investment financial data. Artiffex’s Managed Services allow us to save time, control adjustments as necessary and complete the requisite tax filing and compliance reports seamlessly.

Margesh Parikh, CPA, Trowbridge

Manager, International Expansion and Private Client Corporate Services

Artiffex has provided a great platform for investment bookkeeping, it was definitely worth making the change to an automated solution.

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Ricky Yau, Fuller Landau

Manager, Accounting

With Artiffex, we’re driving operational efficiency within the firm at a significant rate, and are on track to improve even more.

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Chris Sheen, CPA, GGFL LLP

Manager, Assurance & Advisory Services

Artiffex’ accounting reconciliation software has truly delivered on its promise to help us save time and increase operational efficiencies within our firm. As a result, we can better serve our clients with confidence and grow our business.

Jennifer Wakeham, CPA, CGA, McCay Duff

Manager

Previously it may have taken several weeks or even a month to process a client with multiple large portfolios, but with Artiffex it now only takes a few days at most. And for those smaller portfolios, you can do an entire year in a couple of hours.

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Jill Croft, CPA, CGA, S+C Partners

Client Service Manager

Artiffex gives us the flexibility and control to manage the reconciliation of investment portfolios in-house. They deliver timely, comprehensive monthly reconciliations. Excellent customer service.

Stephen Weber, Centron

CFO, Family Office, Toronto

Fast, accurate and secure – Artiffex delivered on the promised value its Managed Services would have for our firm. They have been a true partner throughout the engagement, earning our trust through transparency in pricing and spending the time we needed to ensure the process and outputs are aligned with the specific needs of our firm. We look forward to our continued collaboration with the Artiffex team.

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Kathleen Dengler, CPA, CGA, Geib & Company

Assurance Partner

Artiffex’s Managed Services proved to be a quick and easy way for our firm to meet the demands of our busy season without increasing overhead costs.

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Martin Perko, CPA, CA, Clark & Horner

Partner