Tools Our consulting team has applied knowledge in numerous Financial Service and IT industry software systems and tools to support your business and technology initiatives. No single product can meet everyone’s diverse needs – we leverage our experience with multiple products to bring our clients the solution best suited to meet the unique requirements of their organization.

We maintain independent but non-exclusive relationships with many system vendors. However, our primary commitment is to work with our clients to implement the products and solutions that match their specific business needs.

The following list represents systems and tools with which we have experience and is not intended to be comprehensive.

Products:  

Accounting:
Eagle STAR
SunGard INVEST ONE®
CPORT
MFACT
PAM

Compliance:
Latent Zero Sentinel
ChaseTRAC (proprietary)
InvestSmart (proprietary)

General Ledger:
SAP (General Ledger)
SQL Financials (General Ledger)

Portfolio Management:
Eagle PACE
Kondor+
PORTIA
Advent Axys
CheckFree APL
DST HiWealth
FIN
INDATA I.M.S.
IDS GIM2000

Trade Order Management:
Bloomberg
Kondor
MBS Expert
Oneva Trade EQ
Advent MOXY
DST HiInvest

Performance Management:
Eagle PACE
PORTIA
Thomson PERAscope
Russell/Mellon Performance Universes (RPU)

Portfolio Risk Management:
Northfield Portfolio Optimizing System

Trade Confirmation/Affirmation:
Omgeo CTM
OASYS
OASYS Global
ALERT



Market Data:
Analytics:
Bloomberg
Reuters
FactSet
FT Interactive
Bridge

Benchmarks:
Moody’s
Standard & Poor's
Fitch
Duff & Phelps
SIAC
Morningstar

Corporate Actions:
Bloomberg
FT Interactive
Telekurs
Bridge
Muller
JJ Kenny

Pricing:
Merrill Lynch Securities Pricing Services
Reuters Open Data
FT Interactive
Muller
JJ Kenny
ABSG
Bridge
Trepp/BondBuyer

Security Reference:
Bloomberg
FT Interactive
S&P KENNYBASE
IDC – SIRS
Telekurs ISID Plus

Managed Accounts:
BTA DataPump
DST MAP
Tamarac
Placemark TOTAL
SoftPak MARS
LifeHarbor PPM

Brokerage – Securities Processing:
SunGard Phase3

Record Keeping:
OmniPlus®
OmniPay®
DST TA2000®

Other:
Morningstar Principia Pro
Zephyr StyleAnalyzer MFQS
FTI GFDM
Wincoins (report distribution)
INSCI (report storage)
Openpages Adaptive Process Suite

Methodologies:
Object Oriented
Waterfall
RAD
JAD
UML
Rational Unified Process
Summit D

Developer Tools:
Cognos Impromptu
DB Artisan
ERwin
ER/Studio
Visual SourceSafe
Perforce SCM

Middleware:
Mercator
MINT
TIBCO

Automated QA Tools:
SQA Robot