Bringing Digital Transformation to Capital Markets
As one of the most trusted capital markets IT providers in the industry, we integrate systems and automate recurring processes for firms with $5-100B AUM. This may include setting up a central data repository so key information from multiple sources can be viewed in a single place. And whether you currently use SQL, Excel, or another platform, we can automate your recurring processes for Form 13F, Form PF, or FATCA streamlined reporting, regardless of asset type.
Our technology consultants have significant industry expertise and can identify where modern technology can save you time or improve data quality. We can integrate most tools used by portfolio managers, including:
Order Management Systems
Portfolio / Fund Accounting Systems
Customer Relation Management
Let’s talk, let’s engage!
A Microsoft Gold-Certified, Multiplatform Partner.
We’re deeply honored to have achieved the highest standards of excellence in the Microsoft suite of business platforms, from data analytics and application development to cloud migration and more.