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What we do

We are a preeminent research and advisory firm in the field of financial technology (fintech) for the capital markets, specializing in business process transformation and improvement, business process re-engineering, and trading systems and portfolio management systems, risk and VaR (value at risk) systems, as well as the configuration, implementation, and end-to-end integration of middle and back-office systems. We provide advisory services to both sell side (banks, financial institutions, broker-dealers) and buy side (annuity-based businesses, hedge funds, institutional asset managers, etc.) firms regarding optimal technological strategies for trade workflow, valuations, model validation and governance, risk management, regulatory risk management and reporting, and other pertinent operations.

We specialize in end-to-end Capital Market Vendor Systems including CALYPSO, MUREX, SUMMIT, CRD (Charles River Development). Our portfolio of services include:

  • Vendor Selection for Capital Market Automation, Business Process Reengineering and upgrade processes.
  • End-to-End System implementation/ system replacementwith CALYPSO, MUREX, SUMMIT & CRD.
  • Model Validation& Model Governance for Derivatives, Technical documentation of SR-11/7.
  • Standalone IPV (Independent Price Verification) Implementation.
  • Writing test scripts for Front Office, Middle Office, Back Office and run a test program around CALYPSO, MUREX, SUMMIT, CRD and in house systems.
  • Other related services.