We automate the essentials so you can focus on what’s important.
Solutions created for trade management teams
Workflow automation for trading platforms
We work with financial firms to improve workflow by providing systems for order management, trade processing, data analysis, and other automation & data processing needs.
Transactions Processed Daily
Traded daily
(Equities, Fixed Income, Mutual Funds, Options, UITs)
Years of industry experience
Our Services
We consult and partner with you to problem solve for business users. Our solutions make use of both established products and custom tools to make your business simpler and more efficient.
Our Products
Made to streamline & automate trade processing while building structure that allows you to easily manage exceptions.
Enables better management of client holdings to keep clients invested in UITs
Automates workflows to efficiently and seamlessly manage data from various systems
Supports exception management to improve automated decision making