If you have needs for automated solutions that your current set of software providers can not meet, we can build systems that are custom to your needs.

Examples:

• Automated data interfaces and import/export utilities.
• Pricing integration with Bloomberg, Reuters, and IDC.
• Business functions in Excel spreadsheets and Access databases.
• Security master management and synchronization tools.
• Proprietary and complicated views of position and trading data.
• Proprietary trade decision and analysis tools.
• Reconciliation between different books of record, such as custodians, order management systems, offshore administrators, and/or accounting systems.
• Custom data manipulation to extend existing software packages.
• Request/Receive data for PDAs (Blackberry, Treo)
• Custom applications to help conduct your proprietary business functions.

If you have needs for reporting that are not provided by your current set of software providers, we can build reports off of available databases to your specifications. Examples of such reports are:

• Proprietary Profit & Loss (P&L) reporting and performance attribution. For example, P&L by manager, by analyst, by industry, and/or by strategy.
• Complex exposure.
• Complex compliance and business risk management.
• Historic trading analysis, versus VWAP or day cost.

Whatever your interest, we have significant expertise in the technologies that support your work, including:

• Fine-tuning process workflow between your various systems.
• Setting up or building process automation to remove manual and time-consuming steps.

• We have great familiarity with various accounting, trade order management, portfolio management, compliance, trade cost analysis, electronic trading and other solutions typical to asset managers. We can take this broad experience and assist you in the vendor selection process.
• Some of these systems require significant supervision and hand-holding during their implementations. We can oversee these installations and ensure you get the most from you selected vendor and their systems.

• Analyze and fine-tune trade movements from concept to completion.
• Analyze data flows, interfaces, and user interaction of other core data such as security master and pricing information.

If your firm supports an internal development team and needs help in defining and implementing process to improve productivity, we have significant expertise in all aspects of the development lifecycle:

• Requirements & Bug Tracking.
• Code Base Management.
• Testing, Rollout, and Documentation.