Capital Markets

Data Governance Strategy & Operational Models

Scale your business by solving the challenges of collecting and presenting data from multiple sources and systems.

Waterfall Distribution Model Development

Overcome the complexity and absolute precision challenges of managing highly-complex waterfall distribution models.

Investor Portals

Streamline and automate document workflows, advanced analytics, and 24/7 access from remote and distributed locations.

Fund Management, Integration Strategy, & Workflow Design

Reduce business complexity and accelerate growth by simplifying and automating data structure and workflows.

Order Management System

Orchestrate the evaluation and selection process for order management systems (OMS)/execution management systems (EMS).

Partnership Accounting

Simplify and automate complex partnership accounting processes, unify disparate data, and increase efficiencies across front-to-back operations.

Workflow Integration

Support the full lifecycle of fund management through the design and implementation of business process workflow.

Deals Management

Close more deals faster by digitizing and prioritizing offering memorandums, reducing manual processes, and streamlining deals management solutions.

Integration of Portfolio Accounting Systems

Simplify complexity and increase scale through the integration of best-of-breed solutions and workflows across asset classes.

Vendor Evaluation & Selection

Support the full, end-to-end process of vendor evaluation, selection, customization, and implementation.

Digital Banking

Reduce costs, accelerate your products' time to market, and automate processes to provide improved and personalized experiences to your customers. Establish, build, integrate, and mature your digital technology capabilities.

Digital Banking - Data Modernization

It’s a virtuous cycle. Gain better insights into customer behavior, market trends, and risk management while training AI (Artificial Intelligence) on your data and receiving even more valuable insight in return.

Open Banking & Banking as a Service Technology Solutions

Operationalize critical technology components. Provide your core banking functions and services to third-party companies.