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Tools Our consulting team has applied knowledge in numerous Financial Service and IT industry software systems and tools to support your business and technology initiatives. No single product can meet everyone’s diverse needs – we leverage our experience with multiple products to bring our clients the solution best suited to meet the unique requirements of their organization.
We maintain independent but non-exclusive relationships with many system vendors. However, our primary commitment is to work with our clients to implement the products and solutions that match their specific business needs.
The following list represents systems and tools with which we have experience and is not intended to be comprehensive.
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Accounting: Compliance: General Ledger: Portfolio Management: Trade Order Management: Performance Management: Portfolio Risk Management: Trade Confirmation/Affirmation:
Benchmarks: Corporate Actions: Pricing: Security Reference: |
Managed Accounts: Brokerage – Securities Processing: Record Keeping: Other: Methodologies: Developer Tools: Middleware: Automated QA Tools: |