Custom System Integration

InvestTech has extensive experience with custom systems integration across most if not all investment systems. Beyond simply building one-to-one interfaces, true integration entails automatically managing data extracts, translations, loads (together known as ETL), and real time messaging across multiple applications while providing streamline error handling and reloading procedures. InvestTech's experience developing enterprise integration and data warehousing tools combined with detailed business knowledge means we can effectively implement vendor packages that are "right sized" to your business.

Our custom systems integration capabilities are further enhanced by experience developing proprietary investment applications employing contemporary technology solutions such as client/server platforms, data warehouse strategies, local and wide-area networks, web-enabled applications, open-systems architecture and database modeling. While not the primary focus of our firm, we believe this development capability gives us a unique view of how to fully leverage—and extend—vendor solutions

Our broad expertise extends to identification and connection to the explicit system of record and master data sources which can include operational databases, legacy systems, master/reference data and external data sources. InvestTech's technical expertise with a wide range of applications and tools enables our professionals to provide services from basic ETL to fully automated, message-based Enterprise Application Integration (EAI) environments for internal and external (e.g., SWIFT, FIX) connectivity.  InvestTech leverages Message-oriented-Middleware (MOM) solutions to integrate systems in these functional area:

Front Office

Middle Office

Back Office

External

  • Portfolio analysis
  • Modeling
  • Trade order management
  • FIX connectivity
  • Oasys/OMGEO affirmations
  • Data warehouses
  • Performance measurement
  • Client (hard copy and web-based)
  • Production reporting
  • Regulatory reporting
  • Custodian communication
  • Reconciliation
  • Institutional
  • Mutual fund
  • Hedge fund
  • High Net Worth accounting
  • Outsourcing providers
  • Managed account sponsors
  • Insurance accounting systems

 

 

 

 

 

 

Our Strategic Technology Integrations Models include:

  • Review of alternative architecture design strategies
  • Evaluation of buy vs. build vs. outsource decisions for components and services
  • Recommendations for data management strategies and reporting services
  • Project phase prioritization, expected effort required, costs estimates
  • Critical impacts on timelines (e.g., vendor selection, outsourcing)
  • Stress testing and building team consensus with final recommendations