If your firm prefers to outsource its back office, we provide the industry’s most flexible hosting options. We will host your software systems and data and serve them to you in a private cloud using a variety of devices, from traditional desktop PC’s to handheld tablets.
Unlike other service providers’ one-size-fits all offerings, we will take an off-the-shelf portfolio management software package and customize it according to your firm’s desires. Software components responsible for handling key business processes such as trading, billing, rebalancing, and performance reporting can be re-developed to reflect the manner in which your firm wishes to operate.
It’s Your Data
Should your firm ever decide to transition to a locally hosted model, we will work with you to expeditiously replicate your exact configuration and deliver all of your data to your chosen location, keeping your business operating at full capacity.