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