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We can extend your existing systems and processes, and integrate data from multiple sources, to deliver real-time information that improves efficiency and decision making.

Leveraging our years of experience, we deliver robust solutions quickly. We use Microsoft-based technologies including SQL Server, .NET and Excel/VBA.

Custom Reporting
Performance Reports
Position Reports
Risk Reports
Exposure Reports
Attribution Reports
IRR Reports
13F/G Reports
Form SH Reports
Large Position Reports
GICS Sector Analysis
Cash/Margin Reports
Collateral Reports
Commissions Summaries
Compliance Reports
Leverage Reports
Wash-Sale Reporting
Analyst Reports
Yield Analysis Reports
Custom Automation
Currency Hedging
Portfolio Rebalancing
Bill Allocation
Bond Amortization
CDS Master
Research Tools
Risk Analysis
Month End Pricing
Dynamic Charting
Custom Loaders
Application Development
Blotter Trade Entry
Partnership Accounting
Knowledge Management
Settlement Tracking
Bank Debt Tracking
Reconciliation Tools
Position Reconciliations
Trade Reconciliations
Cash Reconciliation
Other Services
Proprietary Application Design
Advanced Financial Modeling
Database Support/Maintenance
Disaster Recovery
Business Process Reengineering
Data Warehousing
Implementation Assistance
Technical Writing
Intranet Development
Document Repository
Systems Consulting