Finding an off-the-shelf software solution isn't always possible. Every firm has their own special way of accomplishing their business objectives. When these occasions arise, we are ready to perform business reviews; do needs assessments; design and propose solutions; and manage projects through all phases of development including training and deployment. Custom software application development can be done on a time and materials basis or under a fixed quote arrangement.
Office Automation - we
support and develop with the Microsoft Office Suite of
programming tools. As an example, we have developed and documented office processes
for automating partner communications. One firm maintained partner's personal
information in Act and their financial information in Advent's Axys. We integrated these applications so that communication
and reports were automated, thus stream-lining a very time consuming
task of reporting individual partner's balances and performance results. Integrating Trading and
Analytical Tools - in addition to designing custom Microsoft
Excel spreadsheets, we can often integrate them with other
applications, eliminating the need for repetitive data entry. Do you
have traders or analysts that spend their time maintain spreadsheets? Do
you have traders or analysts that are located in remote offices? We can
use the data in your portfolio manager or trade allocation application
to automate the updating of your spreadsheets. Spreadsheets can then be
emailed (again, automatically) to staff in remote locations. Or we can
do the reverse of this. If you have data initially entered into
spreadsheets, we can use the spreadsheet data to automate the process of
updating the portfolio application. Custom Reports - the
paperless office has not arrived. Reports are a critical tool for any
business. We can integrate data from multiple sources to create reports
that are designed to meet your needs. If you need portfolio reports,
trade activity reports, compliance reports we can create them. Whatever
your needs are, we can help you meet them. Web Site Development
- Web sites can be used to communicate with investors as well as
prospective investors. Typically, a hedge fund's Web site will make
current and historical performance numbers available along with
individual investor's account balance. Additionally, fund manager's
usually publish any news articles that have appeared in the press on
their site along staff bios and contact information. For larger funds, a Web site can offer even more. For example, a secure area can be set up that employees can log into for instructions during an emergency. Or the site can provide procedural documentation and further contact information which can be used during off hours
We are prepared to provide all design and programming services needed to create a Web site that meets your needs.
Why
Should Your Firm Develop Custom Software?
The quality of the portfolio can be improved because information is more timely.
If you have questions about our custom services, please send us an e-mail.