Our Technology Consulting Services provide back office systems analysis,
new technology review and recommendations, software implementation management, and
custom software development. Efficient operations and the right technology can be
the difference between providing average client service vs. exceptional service to
maintain and grow your assets.
Data Transformation Services
- Data import from/Export to portfolio management and financial or analytical systems
- Extracting data and transforming it into Excel, Text, CSV, SQL or Microsoft Access formats
- Data massaging, cleanup, augmentation/creation of missing data like prices, performance etc.
Technology Consulting
- Back and Mid Office Operations Systems Analysis
- Technology Platform Design
- Product Review and Recommendation
Technology Implementation
- Implementation Plan Development
- Resource Management
- Project Management
Custom Software Development
- Portfolio Accounting Report Writing (Advent Axys®)
- Custom Application Design and Development
- Implementation and Third Party Platform Integration
- Multi-Platform Software Development