Solutions for Your Investment Management Systems

Our clients—including institutional asset managers, mutual funds, hedge funds, wealth managers and global custody providers—rely on our system consultants for five main areas of expertise:

• Strategic advice, including expert “needs analysis” and vendor searches to find the right buy-side order management system to fit your needs
• Implementing and upgrading industry-leading investment management systems:
  • Order Management Systems
  • Execution Management Systems
  • Pre- and Post-Trade Compliance Systems
  • Personal Trading Compliance Systems
  • Accounting Systems
• Integrating new systems with your entire existing trading platform, including existing portfolio management systems, reporting tools and connectivity to the outside world, and ensuring all work harmoniously
• Designing and developing custom applications and databases to meet the unique needs of portfolio managers, traders, chief investment officers, operations managers and compliance officers
• Hedge fund compliance, including assistance with disaster recovery