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