Investment Management Systems

We specialise in systems for boutique fund management and wealth management companies and implement software packages, such as Thinkfolio, as well as build bespoke pieces of software to support key business processes. In addition to new system implementations, we upgrade existing systems and make the necessary changes to support business growth and operational efficiency.

Our expertise ranges from front office OMS systems through to middle and back office functions such as reconciliation, trade confirmation and settlement. We can also unlock the value of a firms data through implementations of data marts and data warehouses.

Our effective combination of business and technology expertise and exclusive focus on the investment management industry ensures that we form strong relationships with our clients and always strive to exceed their expectations from the outset.

System Integration

We perform in-depth analysis and provide recommendations on system design to ensure that our clients’ systems are integrated effectively.

We have worked on a number of system integration projects in the investment management industry designing daily batch loads and real time interfaces between a range of systems and in particular, we have developed strong expertise in designing interfaces to and from ThinkFolio.

Software Development

We have the expertise to provide our clients with software that will streamline and enhance their business processes and specialise in building bespoke software solutions effective to each business case, ranging from advanced spreadsheets to  three tier applications. We have built applications for asset allocation, benchmark processing and research and put in place the necessary middleware for effective delivery.

Depending on the preferred working conditions, we can work as part of a client project team or exclusively manage the development.

Software Support

We provide full software support including day to day process improvements and aim to ensure that all clients have the necessary support for addressing functionality which is not working as expected. We have extensive experience of technology support functions and are keen practitioners of ITIL methodologies.