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Managing information is a critical skill for success in today’s business environment. All decisions made by companies involve, at some level, the management and use of information. For a financial services organization information management is the core of the business strategy itself.

Managers today need to know about their organization’s capabilities and uses of information as much as they need to understand how to obtain and budget financial resources. Managers that understand the fundamentals of managing and using information and can marry that knowledge with a sound, unique business vision will achieve domination of their intended market spaces.


Manage the Rapid Speed of Change

Information Management

Our software will integrate and organize your organization’s financial and operational data, and link it with business intelligence tools that will provide instantaneous views of your business operations. You will gain a real-time understanding of where your business is, allowing you to make better business and management decisions.

At its core, DataHub is an effective, efficient, and dynamic information management system with exceptional data processing and management capabilities. These features allow us to deliver dynamic software solutions that adapt to our clients’ changing business operations and improve our clients’ capability to collect, manage, analyze, and distribute critical business information.


Corporate Information Hub

Improve your organization’s capability to collect, manage, analyze, and distribute critical business information

  • Reference Data. Your custom configured DataHub system will provide structured storage and single point of reference for all of your investment, reference, analytical, and operational data, organized using your company’s corporate language. Your corporate data will be organized in a manner that is consistent with your view of this data, and not with a view of any third party system.

    This will eliminate dependencies on third-party systems reducing operational risk and cost and increasing capability to meet urgent firm-wide needs.

  • Data Mapping and Convergence. DataHub system will provide a single point of translation for all inbound and outbound information flows. Your DataHub enabled application will provide means by which all third party data can be mapped into your company’s corporate language, and means by which your company’s corporate language can be translated into that of any third party system.

    This will eliminate point-to-point communication between various systems eliminating the need to recreate and maintain the same information in different places consolidating and streamlining your operations.

  • Operational Data Store. DataHub system will provide an operational data store for various functions, such as data reconciliations. Operational data will store store information about the various jobs that run automatically, and provide these processes with all supporting data.

    Your custom configured DataHub system will integrate and consolidate your organization’s financial and operational information linking it with business intelligence tools that will provide instantaneous views of your business operations. You will gain a real-time understanding of where your business is, allowing you to make better business and management decisions.

  • Analytical Data. Your DataHub enabled application will provide mechanisms for storing and organizing time-series data, as well as procedures for extracting this data. Furthermore, our applications support dynamic time-series data and can be configured to dynamically add data viewers and shortcuts to relevant screens when new time-series data feed is added and linked to existing organizational data using application screens. For example, our Account Management module supports dynamic time series and will allow your staff to add new account time-series data, such as account balances, and link it to existing accounts. Once application starts importing account balance data, it will dynamically add new data viewers and shortcuts that will allow your staff to view and manage account balance data.

  • Hub And Spoke. DataHub system will act in a hub-and-spoke manner for all information flows between various systems channeling all data through the central processing mechanism.

    The primary advantage of this design is that data sources can be added on either side of the hub, without affecting the other spokes. This will eliminate dependencies on third-party systems, and will allow you to easily switch data providers and recipients.

  • Data Warehousing. DataHub system can be setup as a data warehouse of transactional and holdings data, and can be used as a consolidated and accurate self-service reporting hub.

    DataHub system will replace static, fragmented, scattered, and outdated reports with real-time accurate self-service reporting infrastructure that will come equipped with data management and data diligence features that will help ensure that your staff always interacts with validated, consistent, and up-to-date data.


Second to None Data Processing

Achieve operational excellence

  • Your custom configured DataHub system will utilize a thorough multi-step data processing mechanism that will capture, stage, validate, translate, and process your organization’s information logging statistical messages and publishing any errors and warnings in the process.

    DataHub system will provide easy to use screens that will allow your staff to view imported and rejected records, review statistics, warnings and errors, and results of any downstream processes. System will automatically capture, clean, validate, and process your organization’s information flows allowing your operations staff to simply review the results and respond to any errors.

  • DataHub system will log data issues and will track issue resolution. System can automatically generate, track, and assign issue tickets to individual staff members. This will ensure that data issues are resolved in a timely manner and are not swept under the rug improving quality and accuracy of your corporate data and responsiveness of your operations.

  • Your operations staff will no longer need to rely on IT to investigate data issues and will be able to resolve most data issues by using application screens. DataHub system supports data corrections and reloading of the previously rejected data records without having to re-run import process or re-import any files. Your operations staff will be able to resolve data issues immediately either by adding new data translations and/or by correcting erroneous data records and reprocessing them using application screens.

  • Your operations staff will no longer need to review any external systems, files or logs to investigate data or processing issues saving your staff time and allowing it to concentrate on more important business tasks.


Control and Manage Critical Business Data and Processes

DataHub enabled applications come equipped with data management tools for oversight and review of daily processing cycle, and with data diligence features that help ensure that integrated data is accurate, up to date, and free from error. These tools combined with scheduling automation will allow your staff to effectively control and manage your organization’s critical business data and processes.

DataHub system can be customized and extended to provide diverse front and back office functionality, and can be used for a wide range of operations management, business intelligence, and information management tasks including consolidated reporting and analytics, data warehousing, business process automation, master data management, data quality reporting and tracking, system integrations, security master file, published catalog of time-series, etc.


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Improve accuracy, completeness, and predictive power of your financial data

Quantitative and predictive modeling solutions

Sometimes financial data requires special treatment and a generic data mart or a data warehouse may not be the right solution. Our financial data and quantitative systems are specifically designed and optimized to process and store financial data for quantitative analysis. Your custom designed financial data system will automatically capture, clean, transform, translate, link, reconcile, and integrate third party financial data into your corporate data environment making it relevant, searchable, and accessible.


Financial Data Solutions

Our financial data solutions are designed to link, reconcile, and consolidate similar financial data from various sources for quantitative analysis. You custom designed financial data system will resolve conflicts and inconsistences between data sources, and will apply business rules to the imported data. DataHub enabled application will provide management tools that will allow your staff to manage business rules and data translations. The output of the financial data system is cleaner, more accurate and complete financial data with higher predictive power.


It’s All About Making Better Business Decisions

If the purpose of business intelligence is to help make better decisions, then it must provide value for future events, not just views of the past history. We will work with you and your team to design and build an econometric modeling solution that will help your staff identify trends and environmental changes and create predictions that will help inform your organization’s business and investment strategies.


High-Performance Analytical Data Platform

Our data engineers will work with you and your team to design and build high-performance analytical infrastructure that will allow your staff to effectively and efficiently organize, store, retrieve, and manage large volumes of analytical data.


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Research Management Center

Our Research Management Center module can be setup to support diverse research management functions including:

  • Analytical and time-series data manager

  • Vendor data manager

  • Can be used to manage financial models

  • Can be setup as a data browser and manager for forecast and risk data

  • Can be configured to store and share research insights about potential investment opportunities and competitive products.

Whether you would like to start storing and sharing analytical data or need a high performance analytical data infrastructure we can help! Our technologists will work with you and your team to design and build an innovative and flexible research management solution that will improve your operations, leverage your existing IT investments, and build on your unique organizational strengths and efficiencies.


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Normal Operations

Most businesses employ functional organizational structure in which every major function within the company forms a self-contained functional unit. Functionally organized businesses can be very efficient because of the specialization; however they can experience a significant sub-optimization. In a functionally organized business, each group is primarily concerned with its own operations and set of objectives. Silo organizations tend to have poor inter-departmental communication, fragmented operations, and inefficient cross functional processes.


”Islands of Information”

Functionally organized businesses typically operate in fragmented data environments with poor inter-departmental communication. In such environments departments often re-create information maintained by other departments, often with discrepancies between the versions, leading to confusion between what people think is happening and what is actually occurring. This makes it hard, expensive, and sometimes impossible to integrate and consolidate organizational data and present it in a single, consistent, and integrated view.


Poor Data Quality is Normal

Each functional unit typically uses its own applications and systems to perform daily tasks. Line of business applications are typically designed to serve one purpose, and are rigid and inflexible. Furthermore, functional systems are poorly integrated with each other and with systems of record. Systems are typically integrated in ad-hoc manner using third party tools. Because applications are inflexible and are poorly integrated with other company systems, data quality gets worse over time. In this kind of environment, data issues and inconsistencies are poorly understood and are often times ignored or viewed as fires that need to be put out immediately rather than issues that need to be understood, tracked, and resolved. As a result data quality only gets worse.


Normal Business Processes

Because businesses need to consolidate and aggregate corporate data for various reporting reasons organizations regularly perform data integration, consolidation, reconciliation, and validation processes that combine, aggregate, and reconcile corporate data from different sources. Manual data consolidations, reconciliations, and validations are extremely error prone, expensive to maintain and difficult to manage. Data is oftentimes merged and mapped incorrectly, formulas get overwritten; data gets duplicated, manipulated incorrectly, ignored or deleted.

Fragmented data environment, poor inter-system communication, and an over reliance on spreadsheets and manual workarounds to compensate for system limitations increase production time and the risk of error and lead to confusion between what people think is happening and what is actually occurring. As a result generated reports are often times inaccurate and outdated. This is normal and typical situation, but IT doesn’t have to be like this.

Achieve Operational Excellence

Transcend normal assumptions and achieve operational excellence


Empower your Staff and Increase Accountability

If corporate data is managed exclusively by IT without business involvement, organization’s data quality is likely to deteriorate. Your organization can only achieve operational excellence if your operations staff is actively engaged in the information management tasks. Our operations management software will engage and empower your operations staff increasing accountability and energizing and strengthening your operations.


Enable Consistent, Accurate, and Real-Time View of Your Business

DataHub enabled operations management will integrate and consolidate your organization’s financial and operational data, and link it with business intelligence tools that will provide instantaneous views of your business operations. You will gain a real-time understanding of where your business is, allowing you to make better business and management decisions.


Consolidated Accurate Self-Service Reporting Infrastructure

Our operations management software will automate expensive and error prone manual data consolidation, integration, reconciliation, and validation processes, and will replace static, fragmented, scattered, and outdated reports with real-time consolidated accurate self-service reporting infrastructure. Your staff will be able to access validated consolidated corporate data using a variety of BI tools including Microsoft’s Excel.


Improve Quality and Accuracy of your Corporate Data

Data quality tends to decline over time and we believe it is in the best interest of any business to understand and to resolve data quality issues as soon as they surface. Our business intelligence strategists will help your organization establish automated data quality improvement processes that will allow your organization to understand, track, and resolve data quality issues. This will increase staff accountability and will energize your operations giving your organization a competitive edge that your competition will not be able to easily copy or replicate.


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Designed for Integration

Integration with third-party systems, services, and with best commercial and open-source software products is central to our development plans


Integration with Third-Party Financial Systems and Data sources

Our solutions are designed to integrate with third-party systems, services, and platforms, and excel at data processing and exchanges. DataHub enabled applications are typically integrated with our clients’ internal and external systems.


Integration with Microsoft Office Products

  • Your staff will be able to create sophisticated self-service reports using Microsoft’s Excel Power Pivot plugin.

  • Our enterprise solutions typically include custom-built Microsoft Excel add-ins, menus, and functions that will allow your staff to access analytical and other corporate data, as well as consult DataHub system for data translations and mappings directly from Excel spreadsheets.

  • Automatic generation of MS Excel spreadsheets prefilled with data based on pre-defined templates.

  • We use Microsoft Workflow Foundation and Microsoft SharePoint technologies for business processes automation and workflows.

  • Our enterprise solutions typically include custom designed business object layer that can be used by internal applications and third-party products like MS Excel and SharePoint to safely interact with your organization’s corporate data. Your custom designed business object layer will help your organization centralize data management functions, and will safeguard your corporate data from unauthorized access.


Integration with Best Commercial and Open-Source Tools, Products, and Technologies

Our solutions are built using industry leading commercial and open-source technologies and components including Microsoft .NET , Microsoft Sql Server, Infragistics, DevExpress, Apache, Microsoft Entity frameworks, Microsoft Silverlight, Smart Client and ASP.NET frameworks, and others. Using best software components and technologies reduces costs and improves maintainability, performance, implementation consistency, and reliability of our solutions.


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easy to use application software

Front, middle, and back-office solutions

DataHub system can be configured or extended to provide diverse front, middle, and back office functionality including portfolio, fund, and account management; operations management and automation; vendor data management; client services; research and analytics; billing and profitability analysis, and other functions. Your solution will be customized to precisely fit your needs and operations.



Portfolio & Account Management

Browse, control, and manage complex hierarchical business data with ease

  • Browse and view account positions, balances, holdings, trades, related analytical, and other account data from account screen. Account Management module will provide convenient shortcuts that will allow your staff to easily navigate to related data from any screen.

  • Manage and control related operational and reference data using application screens.

  • Oversee and manage automated processes.

  • Dynamic data management. Account Management module supports dynamic time series data management. You custom designed module will allow your staff to add new time-series data, such as account balances, and link it to existing accounts. Once application starts importing account balance data, it will dynamically add new data management screens that will allow your staff to browse and manage account balances.


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Billing Center

Manage all of your invoices and bills from one place. Billing Center will reduce billing errors and improve management’s insight into the firm’s revenues and costs. Billing Management module includes the following features and functionality:

  • Automated invoice generation and approval workflow.

  • Manage fees collected and bills paid to third parties.

  • Accounts payable integration - Automatic generation of payment vouchers and submittal for approval and payment.

  • Create tasks, reminders, and alerts to help track unpaid invoices and any follow-up tasks.

  • View payment and revenue summaries.

  • View historical invoice, balance, and fee summaries.


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Trading System Integration

Whether you trade in-house or work with external traders, we will design and build a trade management module that will meet all of your today’s and tomorrow’s trade management needs.

Trade transactions will follow the same multi-step data processing described above. Trade transactions will be automatically captured, archived, staged, translated, mapped, validated and posted to the trading area of the system. System will automatically log detailed error and warning messages and will issue trouble tickets and alerts for any trades that were rejected by the system.

Your DataHub enabled application will provide screens that will allow your staff to view and track imported trades throughout the processing cycle as well as review results of any downstream processes.

For example, a trade import might trigger a new instrument creation or an adjustment to an account balance, position, etc. DataHub system will automatically process trade transactions in real time and will perform all necessary recalculations and adjustments on trades import.

DataHub System will provide functionality that will allow your staff to view end-to-end trade import process as well as view results of any downstream processes like instrument creation - all from the same screen.


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Performance Measurement, Client Management, Revenue Management, Investor Accounting, and More

DataHub can be configured and extended to provide diverse front, middle and back office functionality. Our technologists will work with you and your team to design and build an innovative and flexible front office management solution that will improve your operations, leverage your existing IT investments, and build on your unique organizational strengths and efficiencies. Let us know what your needs are and we will provide you with a preliminary solution proposal and an estimate of the implementation effort at no cost.


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Control and Manage Critical Business Data and Processes

Operations management software for information-driven businesses

Operations Center module provides management tools for oversight and review of daily processing cycle that will allow your staff to control and manage your organization’s information flows.

Operations module will streamline operations, automate manual tasks, and will add structure and control to your business processes. It will save time, eliminate costly IT interventions, improve your organization’s data quality, reduce operational risks and costs, and will improve overall effectiveness and efficiency.


Key Features

  • DataHub enabled operations management system will provide screens that will allow your staff to view imported and rejected records, review statistics, warnings and errors, and results of any downstream processes. System will automatically capture, clean, validate, and process your organization’s information flows allowing your operations staff to simply review the results and respond to any errors.

  • DataHub enabled operations management system will provide data diligence features that will help ensure that presented data is accurate, up to date, and free from error.

  • DataHub enabled operations management software will log data discrepancies and data issues, and will automatically generate actionable issue tickets. System can be setup to automatically assign issue tickets to the individual staff members and track issue resolution. This will ensure that data issues are resolved in a timely manner and are not swept under the rug.

  • DataHub enabled operations management software will automate expensive and error prone manual data consolidation, integration, reconciliation, and validation processes, and will replace static, fragmented, scattered, and outdated reports with real-time consolidated accurate self-service reporting infrastructure. Your staff will be able to access validated consolidated corporate data using a variety of BI tools including MS Excel.

  • Your operations staff will no longer need to rely on IT to investigate data or processing issues, and will be able to review issue tickets and resolve most issues using application screens.

  • Operations Center can serve as one centralized area for all data translations and business rules and will provide easy to use management tools that will allow your staff to control and manage data translations, mappings, and business rules. This will eliminate point-to-point communication between various systems eliminating the need to recreate the same information in different places consolidating and streamlining your operations.

  • Your custom operations management system can be setup to act in a hub-and-spoke manner for all data flows between various systems, channeling all data flows through the central data processing mechanism. The primary advantage of this design is that third parties can be added on either side of the hub (providers or recipients), without affecting the other spokes. This eliminates dependencies on third-party systems, and will allow you to switch data providers or recipients without having to make any changes to your technical infrastructure.


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Automated Cash, Trade, Position, and Other Data Reconciliations

Reconciliation Center module provides easy to use management tools that will allow your staff to create and schedule reconciliation processes, review reconciliation results, track issue resolution, add resolution notes, and manage data breaks and issue tickets.


Key Features

  • Recon module can be setup to reconcile any data including trades, cash, positions, balances, etc.

    • System automatically generates issue tickets. Each issue ticket maintains links to transactional records responsible for the break. Easy to use ticket management screens will allow your staff to view transactional data from both sides as well as view break and ticket histories.

      • System automatically tracks changes and can be setup to auto-resolve tickets.

        • Your custom configured Recon module will provide management screens that will allow your staff to setup new and manage existing reconciliation processes.


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        Activate your Organization’s Potential

        Business intelligence & operations management

        Our business intelligence solutions will make critical information visible and easily accessible, so it can be analyzed and acted upon to meet shifting business priorities.

        We offer a wide range of reporting, analytical, predictive modeling, and next generation business intelligence & operations management solutions that fall into the following general categories.

        • Reporting - Answers “What happened?”

          Our business intelligence strategists will work with you and your team to develop a suite of reports that will summarize your organization’s operational and historical data, and will help you automate timely generation and distribution of these reports to stakeholders and staff.

        • Analyzing - Answers “Why did it happen?”

          Our dynamic reports will allow your staff to interactively analyze data to understand root causes. Our reports are loaded with features and functionality that will allow your staff to produce a nearly endless array of reports by simply dragging and dropping. Our pivot and data cube reports allow analysts to pick and choose data elements and look at the data from different angles. Your reports will come equipped with charts that will provide real-time visualizations of the browsed data.

        • Predicting - Answers “What will happen?”

          Our business intelligence strategists will work with you and your team to design and build econometric modeling solution that will help your staff identify trends and environmental changes and create predictions that will help inform your organization’s business and investment strategies.

        • Operationalizing - Answers “What is happening now?”

          Our dynamic operations management software will integrate and consolidate your organization’s financial and operational data, and link it with business intelligence tools that will provide instantaneous views of your business operations. You will gain a real-time understanding of where your business is, allowing you to make better business and management decisions.

        • Activating - Answers “How should we respond?”

          DataHub enabled operations management software will incorporate dynamic processes into operations that will automatically react to real-time data streams and trigger events as needed streamlining and energizing your operations. Our agile operations management software will provide much needed flexibility and will “learn and adjust” to your operations dynamically.



        Share Critical Business Knowledge, Information, and Insights

        No matter which business intelligence solution or framework you choose, our technology consultants will work with you and your team to help you incorporate collaboration features into your organization's business processes and operations reducing in-person meetings and e-mail communication and enabling faster information flows and improved responsiveness.

        Our Business Intelligence solutions include collaboration tools that will allow your staff to share critical business knowledge, information, and insights with the rest of your team.


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        make your business stronger and more efficient

        Business process innovation

        Our technologists will work with you and your team to streamline and improve your operations, and will link these improvements with the latest innovative information technologies and ideas. Our technologists will help your organization adopt more comprehensive and integrative processes, and incorporate new information technologies and innovative ideas into your operations making your company stronger, better and more competitive than before.

        Our highly experienced and motivated technologists are problem driven and excel at finding and implementing innovative, effective, and elegant technical solutions that improve operations and solve toughest business problems and challenges.


        Our Services

        We offer a wide range of technical consulting services ranging from custom programming to technology strategy consulting.

        We offer post-implementation support services that complement our solutions and help ensure that our clients are getting the most out of their new software. Here are some of the services we offer:

        Custom database consulting Custom application development
        Database design and development Business objects design and development
        Work design consulting Business process innovation
        Master data management Group Reporting & Data warehousing
        Cross-functional business processes Financial quantitative data & information management software
        Business workflow solutions Business process automation
        Custom SW design and development SOA Architecture consulting
        Application infrastructure evaluation and improvement Custom programming
        Company-wide search solutions Social and knowledge management
        Document management solutions Technology strategy consulting


        Re-invent and Optimize your Operations

        Our expert technologists will work with you and your team to help your organization adopt more comprehensive and integrative processes, and to incorporate new information technologies, and innovative ideas into your technical infrastructure.


        Request a Consultation

        Custom Software Design & Development and Programming Services

        Whether you need help upgrading a legacy system, automating manual tasks, building a custom component, system, or an application, let us now! We have extensive experience building custom database solutions, web applications and portals, line of business applications, consolidated reporting solutions, business process workflows, integration packages, and other software.

        No matter what your business needs are, you can count on our passion, creativity, technical know-how, and expertise to deliver the most cost effective, innovative, and practical solution that will meet all of your today’s and tomorrow’s needs.


        Request a Consultation

        IT Compliance

        Our consultants can help your organization setup a framework for linking IT processes, resources, and related information to a company’s strategies and objectives. Our consultants can help your organization implement regulatory and compliance requirements like SOX, and can help you and your team with any of the following:

        • Quickly set up a central repository of knowledge that will help you spread the knowledge about the compliance project throughout the organization, issue instructions that encourage the adoption of compliance practices, and publish reports of progress toward implementation.
        • Automate any required document approval, signoffs, and other tasks.
        • Our consultants will work with you on putting drivers for implementation in place like implementing mandatory controls and embedding them within the technology.


        Request a Consultation

        Driven by purpose but oriented to people

        We bring top-notch technical, project management, and financial skills to every project

        Our project managers and technologists average over 6 years of financial services experience and over 10 years of technology experience. Our team is passionate about delivering high quality technical solutions that streamline operations and solve toughest business problems and challenges. We do quality work every time, no excuses.


        You Can Count on Our Process to Deliver the Right Solution for your Needs

        Our agile process ensures that our clients are getting exactly what they need when they need it

        Because enterprise architecture is equally about how the company operates as it is about how the technology is designed, building software should be a joint exercise to be done with business leaders and technologists. Your dedicated project manager will work with you and your team to jointly evolve technical solution, and will ensure that it meets your current and future business needs, and ends up being useful to your organization and to the people who will be using it.

        Every one of our projects typically goes through evaluation, prototype design, implementation, deployment, and post-implementation support phases. Our agile process is intended to gather the right information in the right sequence, and provides continuous client visibility and feedback during each step of the way. Clients are required to review, provide feedback and approve the results of each phase, as a prerequisite to proceeding on to the next phase.

        You will be assigned a dedicated project manager who will drive the project through the entire lifecycle from conceptualization and requirements determination to post-implementation maintenance and support. Your dedicated project manager will be with you every step of the way providing the necessary operational and technical resources, communication, and support.


        Request a Consultation


Every business is in the information business. Effective information management is a critical skill for success in today’s business environment. For a financial services organization information management is the core of the business strategy itself. How financial services firm manages its clients’ accounts, how investment decisions are made, and how client portfolios are managed are all critical information management tasks. Effective and efficient information management can be a source of a significant competitive advantage. On the other hand, when firm lacks the capacity needed to collect, store, analyze, and distribute critical business information to its stakeholders and staff, decisions can be impacted and options limited.


Activate your Organization’s Potential

DataHub enabled software will integrate and consolidate your organization’s financial and operational data, and link it with business intelligence tools that will provide instantaneous views of your business operations. You will gain a real-time understanding of where your business is, allowing you to make better business and management decisions.

Eliminate Risky and Costly Vendor Data Dependencies

Your custom configured DataHub system will provide structured storage and single point of reference for all of your investment, reference, analytical, and operational data, organized using your company’s corporate language. Your corporate data will be organized in a manner that is consistent with your view of this data, and not with a view of any third party systems. This will eliminate costly and risky dependencies on third-party systems reducing operational risk and cost and increasing capability to meet urgent firm-wide needs.


Master Data Management - Currency Screen

Consolidate and Streamline your Operations

DataHub system will provide a single point of translation for all inbound and outbound information flows and will provide means by which all third party data can be mapped into your company’s corporate language, and means by which your company’s corporate language can be translated into that of any third party system.

This will eliminate the need to recreate and maintain the same information in different places consolidating and streamlining your operations.


Data Mapping

Control and Manage Critical Business Data and Processes

DataHub system will provide management tools and data diligence features that will allow your staff to effectively control and manage critical business data and processes.

DataHub system will consolidate your operations, automate manual tasks, and add structure and control to your business processes. It will save time, eliminate costly IT interventions, improve your organization’s data quality, reduce operational risks and costs, and improve overall effectiveness and efficiency


Operations Center - Daily Job Summary Data Reconciliations – Trade Breaks

Consolidated and Accurate Self-Service Reporting Infrastructure

Our operations management software will automate expensive and error prone manual data consolidation, integration, reconciliation, and validation processes replacing static, fragmented, scattered, and outdated reports with up-to-date consolidated accurate self-service reporting infrastructure. Your staff will be able to access validated consolidated corporate data using a variety of BI tools including Microsoft’s Excel.


Financial Stats Browser - Data Cube Financial Stats Browser – Trading Information Reporting Module - Portfolio Timeline Report

Second to None Data Processing

Your custom configured DataHub system will utilize a thorough data processing mechanism that will capture, stage, validate, translate, and process your organization’s information logging statistical messages and publishing any errors and warnings in the process.

DataHub system will provide easy to use screens that will allow your staff to view imported and rejected records, review statistics, warnings and errors, and results of any downstream processes. System will automatically capture, clean, validate, and process your organization’s information flows allowing your operations staff to simply review the results and respond to any errors.


Operations Center –Job Detail Screen Operations Center –Job Detail Screen - Mapping Error

Published Catalog of Time-Series

Your DataHub enabled application will provide mechanisms for storing and organizing time-series data, as well as procedures for extracting this data. Furthermore, our applications support dynamic time-series data and can be configured to dynamically add data viewers and shortcuts to relevant screens when new time-series data feed is added and linked to existing organizational data using application screens. For example, our Account Management module supports dynamic time series and will allow your staff to add new account time-series data, such as account balances, and link it to existing accounts. Once application starts importing account balance data, it will dynamically add new data viewers and shortcuts that will allow your staff to view and manage account balance data.

Hub And Spoke

DataHub system will act in a hub-and-spoke manner for all information flows between various systems channeling all data through the central processing mechanism.

The primary advantage of this design is that data sources can be added on either side of the hub, without affecting the other spokes. This will eliminate dependencies on third-party systems, and will allow you to easily switch data providers and recipients.


Request a Consultation

make your business stronger and more efficient

Re-invent and Optimize your Operations

Our technologists will work with you and your team to streamline and improve your operations, and will link these improvements with the latest innovative information technologies and ideas helping your organization adopt more comprehensive and integrative processes, and incorporate new information technologies and innovative ideas into your operations making your company stronger, better and more competitive than before.

Our highly experienced and motivated technologists are problem driven and excel at finding and implementing innovative, effective, and elegant technical solutions that improve operations and solve toughest business problems and challenges.


Our Services

We offer a wide range of technical consulting services ranging from custom programming to technology strategy consulting.

We offer post-implementation support services that complement our solutions and help ensure that our clients are getting the most out of their new software.

Custom database consulting Custom application development
Database design and development Business objects design and development
Work design consulting Business process innovation
Master data management Group Reporting & Data warehousing
Cross-functional business processes Financial quantitative data & information management software
Business workflow solutions Business process automation
Custom SW design and development SOA Architecture consulting
Application infrastructure evaluation and improvement Custom programming
Company-wide search solutions Social and knowledge management
Document management solutions Technology strategy consulting


Custom Software Design & Development and Programming Services

Whether you need help upgrading a legacy system, automating manual tasks, building a custom component, system, or an application, let us now! We have extensive experience building custom database solutions, web applications and portals, line of business applications, consolidated reporting solutions, business process workflows, integration packages, and other software.

No matter what your business needs are, you can count on our passion, creativity, technical know-how, and expertise to deliver the most cost effective, innovative, and practical solution that will meet all of your today’s and tomorrow’s needs.


Request a Consultation

Driven by purpose but oriented to people

We bring top-notch technical, project management, and financial skills to every project

Our project managers and technologists average over 6 years of financial services experience and over 10 years of technology experience. Our team is passionate about delivering high quality technical solutions that streamline operations and solve toughest business problems and challenges. We do quality work every time, no excuses.


You Can Count on Our Process to Deliver the Right Solution for your Needs

Our agile process ensures that our clients are getting exactly what they need when they need it

Because enterprise architecture is equally about how the company operates as it is about how the technology is designed, building software should be a joint exercise to be done with business leaders and technologists. Your dedicated project manager will work with you and your team to jointly evolve technical solution, and will ensure that it meets your current and future business needs, and ends up being useful to your organization and to the people who will be using it.

Every one of our projects typically goes through evaluation, prototype design, implementation, deployment, and post-implementation support phases. Our agile process is intended to gather the right information in the right sequence, and provides continuous client visibility and feedback during each step of the way. Clients are required to review, provide feedback and approve the results of each phase, as a prerequisite to proceeding on to the next phase.

You will be assigned a dedicated project manager who will drive the project through the entire lifecycle from conceptualization and requirements determination to post-implementation maintenance and support. Your dedicated project manager will be with you every step of the way providing the necessary operational and technical resources, communication, and support.


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We only build web enabled and web based application software. Our applications fall in the following three categories: Web-enabled apps, browser delivered apps that require a browser plug-in, and pure html apps that don’t require any plug-ins and can run on any device. Your dedicated project manager will work with you and your team to analyze your requirements and needs and will deliver a best-fit innovative and flexible solution that will improve your operations, leverage existing IT investments, and build on your unique organizational strengths and efficiencies.

Browser Delivered Apps

We build browser delivered applications, portals, and reporting solutions.

HTML application - runs on any device including IPhone and IPad

Silverlight application. Runs on most devices Silverlight application. Runs on most devices Silverlight application. Runs on most devices

Our Services

We offer a wide range of technical consulting services ranging from custom programming to technology strategy consulting.

We offer post-implementation support services that complement our solutions and help ensure that our clients are getting the most out of their new software.

Custom database consulting Custom application development
Database design and development Business objects design and development
Work design consulting Business process innovation
Master data management Group Reporting & Data warehousing
Cross-functional business processes Financial quantitative data & information management software
Business workflow solutions Business process automation
Custom SW design and development SOA Architecture consulting
Application infrastructure evaluation and improvement Custom programming
Company-wide search solutions Social and knowledge management
Document management solutions Technology strategy consulting


Custom Software Design & Development and Programming Services

Whether you need help upgrading a legacy system, automating manual tasks, building a custom component, system, or an application, let us now! We have extensive experience building custom database solutions, web applications and portals, line of business applications, consolidated reporting solutions, business process workflows, integration packages, and other software.

No matter what your business needs are, you can count on our passion, creativity, technical know-how, and expertise to deliver the most cost effective, innovative, and practical solution that will meet all of your today’s and tomorrow’s needs.


Request a Consultation

Driven by purpose but oriented to people

We bring top-notch technical, project management, and financial skills to every project

Our project managers and technologists average over 6 years of financial services experience and over 10 years of technology experience. Our team is passionate about delivering high quality technical solutions that streamline operations and solve toughest business problems and challenges. We do quality work every time, no excuses.


You Can Count on Our Process to Deliver the Right Solution for your Needs

Our agile process ensures that our clients are getting exactly what they need when they need it

Because enterprise architecture is equally about how the company operates as it is about how the technology is designed, building software should be a joint exercise to be done with business leaders and technologists. Your dedicated project manager will work with you and your team to jointly evolve technical solution, and will ensure that it meets your current and future business needs, and ends up being useful to your organization and to the people who will be using it.

Every one of our projects typically goes through evaluation, prototype design, implementation, deployment, and post-implementation support phases. Our agile process is intended to gather the right information in the right sequence, and provides continuous client visibility and feedback during each step of the way. Clients are required to review, provide feedback and approve the results of each phase, as a prerequisite to proceeding on to the next phase.

You will be assigned a dedicated project manager who will drive the project through the entire lifecycle from conceptualization and requirements determination to post-implementation maintenance and support. Your dedicated project manager will be with you every step of the way providing the necessary operational and technical resources, communication, and support.


Request a Consultation


DataHub system can be configured or extended to provide diverse front, middle, and back office functionality including portfolio, fund, and account management; operations management and automation; vendor data management; client services; research and analytics; billing and profitability analysis, and other functions. Your solution will be customized to precisely fit your needs and operations.

Portfolio & Account Management

Browse, control, and manage complex hierarchical business data with ease

  • Browse and view account positions, balances, holdings, trades, related analytical, and other account data from account screen. Account Management module will provide convenient shortcuts that will allow your staff to easily navigate to related data from any screen.

  • Manage and control related operational and reference data using application screens.

  • Oversee and manage automated processes.

  • Dynamic data management. Account Management module supports dynamic time series data management. You custom designed module will allow your staff to add new time-series data, such as account balances, and link it to existing accounts. Once application starts importing account balance data, it will dynamically add new data management screens that will allow your staff to browse and manage account balances.


Fund Management

Convenient and Easy to Use Screens

All screens will be designed to fit your organizational structure and business processes

We design for the greatest user effectiveness, efficiency, and convenience. Your custom designed portfolio and account management screens will allow your staff to easily browse and manage complex business data and will provide convenient shortcuts that will allow users to attach quick notes, look up recent trade activity, create reports, add new referential records, manage data translations, and perform other actions without having to switch screens. Our technologists will work with you and your team to design and build easy to use screens that will fit your operations and that your staff will like to use.

Fund Screen - Add Note
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Billing Center

Manage all of your invoices and bills from one place. Billing Center will reduce billing errors and improve management’s insight into the firm’s revenues and costs. Billing Management module includes the following features and functionality:

  • Automated invoice generation and approval workflow.

  • Manage fees collected and bills paid to third parties.

  • Accounts payable integration - Automatic generation of payment vouchers and submittal for approval and payment.

  • Create tasks, reminders, and alerts to help track unpaid invoices and any follow-up tasks.

  • View payment and revenue summaries.

  • View historical invoice, balance, and fee summaries.


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Trading System Integration

Whether you trade in-house or work with external traders, we will design and build a trade management module that will meet all of your today’s and tomorrow’s trade management needs.

Trade transactions will follow the same multi-step data processing described above. Trade transactions will be automatically captured, archived, staged, translated, mapped, validated and posted to the trading area of the system. System will automatically log detailed error and warning messages and will issue trouble tickets and alerts for any trades that were rejected by the system.

Your DataHub enabled application will provide screens that will allow your staff to view and track imported trades throughout the processing cycle as well as review results of any downstream processes.

For example, a trade import might trigger a new instrument creation or an adjustment to an account balance, position, and etc. DataHub system will automatically process trade transactions in real time and will perform all necessary recalculations and adjustments on trades import.

DataHub System will provide functionality that will allow your staff to view end-to-end trade import process as well as view results of any downstream processes like instrument creation - all from the same screen.


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Performance Measurement, Client Management, Revenue Management, Investor Accounting, and More

DataHub can be configured and extended to provide diverse front, middle and back office functionality. Our technologists will work with you and your team to design and build an innovative and flexible front office management solution that will improve your operations, leverage your existing IT investments, and build on your unique organizational strengths and efficiencies. Let us know what your needs are and we will provide you with a preliminary solution proposal and an estimate of the implementation effort at no cost.


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Our Services

We offer a wide range of technical consulting services ranging from custom programming to technology strategy consulting.

We offer post-implementation support services that complement our solutions and help ensure that our clients are getting the most out of their new software.

Custom database consulting Custom application development
Database design and development Business objects design and development
Work design consulting Business process innovation
Master data management Group Reporting & Data warehousing
Cross-functional business processes Financial quantitative data & information management software
Business workflow solutions Business process automation
Custom SW design and development SOA Architecture consulting
Application infrastructure evaluation and improvement Custom programming
Company-wide search solutions Social and knowledge management
Document management solutions Technology strategy consulting


Custom Software Design & Development and Programming Services

Whether you need help upgrading a legacy system, automating manual tasks, building a custom component, system, or an application, let us now! We have extensive experience building custom database solutions, web applications and portals, line of business applications, consolidated reporting solutions, business process workflows, integration packages, and other software.

No matter what your business needs are, you can count on our passion, creativity, technical know-how, and expertise to deliver the most cost effective, innovative, and practical solution that will meet all of your today’s and tomorrow’s needs.


Request a Consultation

Driven by purpose but oriented to people

We bring top-notch technical, project management, and financial skills to every project

Our project managers and technologists average over 6 years of financial services experience and over 10 years of technology experience. Our team is passionate about delivering high quality technical solutions that streamline operations and solve toughest business problems and challenges. We do quality work every time, no excuses.


You Can Count on Our Process to Deliver the Right Solution for your Needs

Our agile process ensures that our clients are getting exactly what they need when they need it

Because enterprise architecture is equally about how the company operates as it is about how the technology is designed, building software should be a joint exercise to be done with business leaders and technologists. Your dedicated project manager will work with you and your team to jointly evolve technical solution, and will ensure that it meets your current and future business needs, and ends up being useful to your organization and to the people who will be using it.

Every one of our projects typically goes through evaluation, prototype design, implementation, deployment, and post-implementation support phases. Our agile process is intended to gather the right information in the right sequence, and provides continuous client visibility and feedback during each step of the way. Clients are required to review, provide feedback and approve the results of each phase, as a prerequisite to proceeding on to the next phase.

You will be assigned a dedicated project manager who will drive the project through the entire lifecycle from conceptualization and requirements determination to post-implementation maintenance and support. Your dedicated project manager will be with you every step of the way providing the necessary operational and technical resources, communication, and support.


Request a Consultation


Whether you would like to start storing and sharing analytical data or need a high performance analytical data infrastructure we can help! Our technologists will work with you and your team to design and build an innovative and flexible research management solution that will improve your operations, leverage your existing IT investments, and build on your unique organizational strengths and efficiencies.

Research Management Center

Our Research Management Center module can be setup to support diverse research management functions including:

  • Analytical and time-series data manager

  • Vendor data manager

  • Can be used to manage financial models

  • Can be setup as a data browser and manager for forecast and risk data

  • Can be configured to store and share research insights about potential investment opportunities and competitive products.

Research Management – Forecast Search Screen Financial Stats Browser - Data Cube Financial Stats Browser – Trading Information Research Portal
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Improve accuracy, completeness, and predictive power of your financial data

Quantitative and predictive modeling solutions

Sometimes financial data requires special treatment and a generic data mart or a data warehouse may not be the right solution. Our financial data and quantitative systems are specifically designed and optimized to process and store financial data for quantitative analysis. Your custom designed financial data system will automatically capture, clean, transform, translate, link, reconcile, and integrate third party financial data into your corporate data environment making it relevant, searchable, and accessible.


Financial Data Solutions

Our financial data solutions are designed to link, reconcile, and consolidate similar financial data from various sources for quantitative analysis. You custom designed financial data system will resolve conflicts and inconsistences between data sources, and will apply business rules to the imported data. DataHub enabled application will provide management tools that will allow your staff to manage business rules and data translations. The output of the financial data system is cleaner, more accurate and complete financial data with higher predictive power.


It’s All About Making Better Business Decisions

If the purpose of business intelligence is to help make better decisions, then it must provide value for future events, not just views of the past history. We will work with you and your team to design and build an econometric modeling solution that will help your staff identify trends and environmental changes and create predictions that will help inform your organization’s business and investment strategies.


High-Performance Analytical Data Platform

Our data engineers will work with you and your team to design and build high-performance analytical infrastructure that will allow your staff to effectively and efficiently organize, store, retrieve, and manage large volumes of analytical data.


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Our Services

We offer a wide range of technical consulting services ranging from custom programming to technology strategy consulting.

We offer post-implementation support services that complement our solutions and help ensure that our clients are getting the most out of their new software.

Custom database consulting Custom application development
Database design and development Business objects design and development
Work design consulting Business process innovation
Master data management Group Reporting & Data warehousing
Cross-functional business processes Financial quantitative data & information management software
Business workflow solutions Business process automation
Custom SW design and development SOA Architecture consulting
Application infrastructure evaluation and improvement Custom programming
Company-wide search solutions Social and knowledge management
Document management solutions Technology strategy consulting


Custom Software Design & Development and Programming Services

Whether you need help upgrading a legacy system, automating manual tasks, building a custom component, system, or an application, let us now! We have extensive experience building custom database solutions, web applications and portals, line of business applications, consolidated reporting solutions, business process workflows, integration packages, and other software.

No matter what your business needs are, you can count on our passion, creativity, technical know-how, and expertise to deliver the most cost effective, innovative, and practical solution that will meet all of your today’s and tomorrow’s needs.


Request a Consultation

Driven by purpose but oriented to people

We bring top-notch technical, project management, and financial skills to every project

Our project managers and technologists average over 6 years of financial services experience and over 10 years of technology experience. Our team is passionate about delivering high quality technical solutions that streamline operations and solve toughest business problems and challenges. We do quality work every time, no excuses.


You Can Count on Our Process to Deliver the Right Solution for your Needs

Our agile process ensures that our clients are getting exactly what they need when they need it

Because enterprise architecture is equally about how the company operates as it is about how the technology is designed, building software should be a joint exercise to be done with business leaders and technologists. Your dedicated project manager will work with you and your team to jointly evolve technical solution, and will ensure that it meets your current and future business needs, and ends up being useful to your organization and to the people who will be using it.

Every one of our projects typically goes through evaluation, prototype design, implementation, deployment, and post-implementation support phases. Our agile process is intended to gather the right information in the right sequence, and provides continuous client visibility and feedback during each step of the way. Clients are required to review, provide feedback and approve the results of each phase, as a prerequisite to proceeding on to the next phase.

You will be assigned a dedicated project manager who will drive the project through the entire lifecycle from conceptualization and requirements determination to post-implementation maintenance and support. Your dedicated project manager will be with you every step of the way providing the necessary operational and technical resources, communication, and support.


Request a Consultation


Operations Center module provides management tools for oversight and review of daily processing cycle that will allow your staff to control and manage your organization’s information flows.

DataHub enabled operations management software will add structure and control to your business processes, and will improve your organization’s capability to collect, manage, analyze, and distribute critical business information reducing operational risks and costs and increasing overall effectiveness and efficiency.

Manage the Rapid Speed of Change

Operations management for information-driven businesses

DataHub enabled operations management software will integrate and organize your organization’s financial and operational data, and link it with business intelligence tools that will provide instantaneous views of your business operations. You will gain a real-time understanding of where your business is, allowing you to make better business and management decisions.


Control and Manage Critical Business Data and Processes

DataHub enabled applications come equipped with data management tools for oversight and review of daily processing cycle, and with data diligence features that help ensure that integrated data is accurate, up to date, and free from error. These tools combined with scheduling automation will allow your staff to effectively control and manage your organization’s critical business data and processes.

DataHub enabled operations management system will provide screens that will allow your staff to view imported and rejected records, review statistics, warnings and errors, and results of any downstream processes. System will automatically capture, clean, validate, and process your organization’s information flows allowing your operations staff to simply review the results and respond to any errors.


Operations Center – Daily Job Summary Screen Operations Center –Job Detail
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Achieve Operational Excellence

DataHub enabled operations management software will automate manual tasks, add structure and control to your business processes, and improve your organization’s capability to collect, manage, analyze, and distribute critical business information reducing operational risks and costs and increasing employee engagement and overall effectiveness and efficiency.


Empower your Staff and Increase Accountability

If corporate data is managed exclusively by IT without business involvement, organization’s data quality is likely to deteriorate. Your organization can only achieve operational excellence if your operations staff is actively engaged in the information management tasks. Our operations management software will engage and empower your operations staff increasing accountability and energizing and strengthening your operations.


Add Structure and Control to Your Operations

DataHub enabled operations management software will log data discrepancies and data issues, and will automatically generate actionable issue tickets. System can be setup to automatically assign issue tickets to the individual staff members and track issue resolution. This will ensure that data issues are resolved in a timely manner and are not swept under the rug.


Operational Tasks and Calendar
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Consolidate and Streamline your Operations

DataHub system will provide a single point of translation for all inbound and outbound information flows and will provide means by which all third party data can be mapped into your company’s corporate language, and means by which your company’s corporate language can be translated into that of any third party system.

This will eliminate the need to recreate and maintain the same information in different places consolidating and streamlining your operations.


Data Mapping
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Enable Consistent, Accurate, and Real-Time View of Your Business

DataHub enabled operations management software will automate expensive and error prone manual data consolidation, integration, reconciliation, and validation processes, and will replace static, fragmented, scattered, and outdated reports with real-time consolidated accurate self-service reporting infrastructure. Your staff will be able to access validated consolidated corporate data using a variety of BI tools including MS Excel.

Second to None Data Processing

Your custom configured DataHub system will utilize a thorough multi-step data processing mechanism that will capture, stage, validate, translate, and process your organization’s information flows logging statistical messages and publishing any errors and warnings in the process.

You custom configured system will process transactions in real time. For example, a trade import might trigger a new instrument creation or an adjustment to an account balance, position, and etc. DataHub system will automatically process trade transactions in real time and will perform all necessary recalculations and adjustments on transaction import.

Operations Center will provide screens that will allow your staff to view end-to-end trade import process as well as view results of any downstream processes like instrument creation - all from the same screen.


Job Detail Screen
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Our Services

We offer a wide range of technical consulting services ranging from custom programming to technology strategy consulting.

We offer post-implementation support services that complement our solutions and help ensure that our clients are getting the most out of their new software.

Custom database consulting Custom application development
Database design and development Business objects design and development
Work design consulting Business process innovation
Master data management Group Reporting & Data warehousing
Cross-functional business processes Financial quantitative data & information management software
Business workflow solutions Business process automation
Custom SW design and development SOA Architecture consulting
Application infrastructure evaluation and improvement Custom programming
Company-wide search solutions Social and knowledge management
Document management solutions Technology strategy consulting


Custom Software Design & Development and Programming Services

Whether you need help upgrading a legacy system, automating manual tasks, building a custom component, system, or an application, let us now! We have extensive experience building custom database solutions, web applications and portals, line of business applications, consolidated reporting solutions, business process workflows, integration packages, and other software.

No matter what your business needs are, you can count on our passion, creativity, technical know-how, and expertise to deliver the most cost effective, innovative, and practical solution that will meet all of your today’s and tomorrow’s needs.


Request a Consultation

Driven by purpose but oriented to people

We bring top-notch technical, project management, and financial skills to every project

Our project managers and technologists average over 6 years of financial services experience and over 10 years of technology experience. Our team is passionate about delivering high quality technical solutions that streamline operations and solve toughest business problems and challenges. We do quality work every time, no excuses.


You Can Count on Our Process to Deliver the Right Solution for your Needs

Our agile process ensures that our clients are getting exactly what they need when they need it

Because enterprise architecture is equally about how the company operates as it is about how the technology is designed, building software should be a joint exercise to be done with business leaders and technologists. Your dedicated project manager will work with you and your team to jointly evolve technical solution, and will ensure that it meets your current and future business needs, and ends up being useful to your organization and to the people who will be using it.

Every one of our projects typically goes through evaluation, prototype design, implementation, deployment, and post-implementation support phases. Our agile process is intended to gather the right information in the right sequence, and provides continuous client visibility and feedback during each step of the way. Clients are required to review, provide feedback and approve the results of each phase, as a prerequisite to proceeding on to the next phase.

You will be assigned a dedicated project manager who will drive the project through the entire lifecycle from conceptualization and requirements determination to post-implementation maintenance and support. Your dedicated project manager will be with you every step of the way providing the necessary operational and technical resources, communication, and support.


Request a Consultation


Reconciliation Center module provides easy to use management tools that will allow your staff to create and schedule reconciliation processes, review reconciliation results, track issue resolution, add resolution notes, and manage data breaks and issue tickets.

Achieve Operational Excellence

Your DataHub enabled Reconciliation Center module will automate expensive and error prone manual data reconciliation and validation processes, add structure and control to your operations, and improve quality and accuracy of your corporate data reducing operational risks and costs and increasing overall effectiveness and efficiency.


Streamline your Operations

Your dataHub enabled Reconciliation Center module will automatically capture, clean, validate, and reconcile your organization’s information flows allowing your operations staff to simply review the results and respond to any errors.


Daily Recon Summary Screen
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Empower your Staff and Increase Accountability

Reconciliation Center will provide easy to use management tools that will allow your staff to track and manage data breaks and data quality issues empowering your staff and increasing accountability.


Recon Trade Breaks Popup Screen
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Add Structure and Control to Your Operations

Reconciliation Center will log data discrepancies and data issues, and will automatically generate actionable issue tickets. System can be setup to automatically assign issue tickets to the individual staff members and track issue resolution. This will ensure that data issues are resolved in a timely manner and are not swept under the rug.


Operational Tasks and Calendar
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Convenient and Easy to Use Screens

Your custom configured Reconciliation module will provide easy to use screens that will allow your staff to quickly review and manage data discrepancies. Your staff will be able to re-open and close breaks and trouble tickets, record resolution steps, add notes, and perform other actions right from the main Recon screen.


Ticket Detail Screen Recon Setup Screen
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Our Services

We offer a wide range of technical consulting services ranging from custom programming to technology strategy consulting.

We offer post-implementation support services that complement our solutions and help ensure that our clients are getting the most out of their new software.

Custom database consulting Custom application development
Database design and development Business objects design and development
Work design consulting Business process innovation
Master data management Group Reporting & Data warehousing
Cross-functional business processes Financial quantitative data & information management software
Business workflow solutions Business process automation
Custom SW design and development SOA Architecture consulting
Application infrastructure evaluation and improvement Custom programming
Company-wide search solutions Social and knowledge management
Document management solutions Technology strategy consulting


Custom Software Design & Development and Programming Services

Whether you need help upgrading a legacy system, automating manual tasks, building a custom component, system, or an application, let us now! We have extensive experience building custom database solutions, web applications and portals, line of business applications, consolidated reporting solutions, business process workflows, integration packages, and other software.

No matter what your business needs are, you can count on our passion, creativity, technical know-how, and expertise to deliver the most cost effective, innovative, and practical solution that will meet all of your today’s and tomorrow’s needs.


Request a Consultation

Driven by purpose but oriented to people

We bring top-notch technical, project management, and financial skills to every project

Our project managers and technologists average over 6 years of financial services experience and over 10 years of technology experience. Our team is passionate about delivering high quality technical solutions that streamline operations and solve toughest business problems and challenges. We do quality work every time, no excuses.


You Can Count on Our Process to Deliver the Right Solution for your Needs

Our agile process ensures that our clients are getting exactly what they need when they need it

Because enterprise architecture is equally about how the company operates as it is about how the technology is designed, building software should be a joint exercise to be done with business leaders and technologists. Your dedicated project manager will work with you and your team to jointly evolve technical solution, and will ensure that it meets your current and future business needs, and ends up being useful to your organization and to the people who will be using it.

Every one of our projects typically goes through evaluation, prototype design, implementation, deployment, and post-implementation support phases. Our agile process is intended to gather the right information in the right sequence, and provides continuous client visibility and feedback during each step of the way. Clients are required to review, provide feedback and approve the results of each phase, as a prerequisite to proceeding on to the next phase.

You will be assigned a dedicated project manager who will drive the project through the entire lifecycle from conceptualization and requirements determination to post-implementation maintenance and support. Your dedicated project manager will be with you every step of the way providing the necessary operational and technical resources, communication, and support.


Request a Consultation


Our technology and business intelligence strategists will work with you and your team to help your organization adopt more comprehensive and integrative processes, and to incorporate new information technologies, and innovative ideas into your operations enabling your company to do business in a new way, better and more competitive than before.

Lead, Don’t Follow

Adapt existing business processes and systems to innovative ideas faster than the competition

In the current business environment, the quality that differentiates firms in the marketplace—and destines them for success or failure—is often the ability to adapt existing business processes and systems to innovative ideas faster than the competition.

Our technologists will work with you and your team to streamline and improve your operations, and will link these improvements with the latest innovative information technologies and ideas. Our technologists will help your organization adopt more comprehensive and integrative processes, and incorporate new information technologies and innovative ideas into your operations making your company stronger, better and more competitive than before.

Our Advantage

  • Passion, expertise, integrity, and commitment. We are a team of problem-driven, passionate, and experienced technology strategists and practitioners that take pride in delivering high quality innovative software solutions that solve our client’s problems, improve operational effectiveness, and build on our client’s unique organizational strengths. Our team is motivated to do whatever it takes to make your business stronger and more efficient.
  • Speed, quality, and ease of use. Our innovative DataHub platform allows us to rapidly deliver high quality custom operations management, application, information management, business intelligence, and other software to our clients without incurring the costs typically associated with custom development.

    DataHub’s architecture promotes ease of use in expanding and supporting the architecture and solutions based on the architecture.
  • Consistent and integrated view of your business. DataHub enabled applications can be easily integrated with various systems and data sources enabling consistent and integrated views of our clients' businesses.
  • Dynamic View. DataHub enabled applications are dynamic. They will evolve and grow with your operations.
  • Control and Manage Critical Business Data and Processes. DataHub enabled applications come equipped with data management tools and data diligence features that will allow your staff to effectively control and manage critical business data and processes.
  • Leverage exiting IT investments. Our software will be customized to precisely fit your business needs and operations and will be fully integrated into existing technical infrastructure. Our solutions are typically integrated with our client’s internal and external systems of record, and with Microsoft Office family of products.
  • Familiar Microsoft office look and feel. Our solutions have Microsoft Office look and feel, and will look and feel familiar to anyone who has used Microsoft Office products before.
  • Spend less and gain more. Studies of corporate IT spending consistently show that greater IT spending rarely translates into higher revenues. In fact, the opposite is usually true. Complex enterprise software increases the cost of doing business, and oftentimes fails to make businesses stronger and more efficient.

    Our cost-effective solutions will make real improvements and address real problems, making your business stronger, better and more competitive than before.
  • Build on your organization’s unique strengths. You only gain an edge over rivals by having or doing something that competition can't or won’t do. Buying a standard, publicly available information system may result in a loss of the competitive advantage.

    We trust our clients to know better than anybody else what their organization’s strengths are, and what can be improved on. We will work with you and your team to deliver a business solution that will build on your organization’s strengths and efficiencies as well as address any vulnerabilities and weaknesses.
  • Best technology, custom fit. We use industry standard frameworks and development tools like Microsoft .NET, SQL Server, Microsoft Entity Framework, SQL Server Analysis Services, and Visual Studio to minimize training, consulting, integration, and customization costs.

    Our client solutions are built using industry leading technologies and components. Using and integrating with the best software components, technologies, and products reduces costs and improves performance and reliability of our solutions.
  • You can always count on our honest and unbiased opinion. Authenticity is one of our founding principles. Our technologists will always maintain authentic and honest communication with you and with members of your team, and will offer honest and unbiased opinion on how things can be improved on and what can, and should be done.

    Whether you want to follow our advice will be entirely up to you, but you can rest assured that our team will be committed to making your business stronger, and will always put your interests first.

Request a Consultation

Driven by purpose but oriented to people

We bring top-notch technical, project management, and financial skills to every project

Our project managers and technologists average over 6 years of financial services experience and over 10 years of technology experience. Our team is passionate about delivering high quality technical solutions that streamline operations and solve toughest business problems and challenges. We do quality work every time, no excuses.


You Can Count on Our Process to Deliver the Right Solution for your Needs

Our agile process ensures that our clients are getting exactly what they need when they need it

Because enterprise architecture is equally about how the company operates as it is about how the technology is designed, building software should be a joint exercise to be done with business leaders and technologists. Your dedicated project manager will work with you and your team to jointly evolve technical solution, and will ensure that it meets your current and future business needs, and ends up being useful to your organization and to the people who will be using it.

Every one of our projects typically goes through evaluation, prototype design, implementation, deployment, and post-implementation support phases. Our agile process is intended to gather the right information in the right sequence, and provides continuous client visibility and feedback during each step of the way. Clients are required to review, provide feedback and approve the results of each phase, as a prerequisite to proceeding on to the next phase.

You will be assigned a dedicated project manager who will drive the project through the entire lifecycle from conceptualization and requirements determination to post-implementation maintenance and support. Your dedicated project manager will be with you every step of the way providing the necessary operational and technical resources, communication, and support.


Request a Consultation

Our Services

We offer a wide range of technical consulting services ranging from custom programming to technology strategy consulting.

We offer post-implementation support services that complement our solutions and help ensure that our clients are getting the most out of their new software.

Custom database consulting Custom application development
Database design and development Business objects design and development
Work design consulting Business process innovation
Master data management Group Reporting & Data warehousing
Cross-functional business processes Financial quantitative data & information management software
Business workflow solutions Business process automation
Custom SW design and development SOA Architecture consulting
Application infrastructure evaluation and improvement Custom programming
Company-wide search solutions Social and knowledge management
Document management solutions Technology strategy consulting


Custom Software Design & Development and Programming Services

Whether you need help upgrading a legacy system, automating manual tasks, building a custom component, system, or an application, let us now! We have extensive experience building custom database solutions, web applications and portals, line of business applications, consolidated reporting solutions, business process workflows, integration packages, and other software.

No matter what your business needs are, you can count on our passion, creativity, technical know-how, and expertise to deliver the most cost effective, innovative, and practical solution that will meet all of your today’s and tomorrow’s needs.


Request a Consultation


Our business intelligence solutions will make critical information visible and easily accessible, so it can be analyzed and acted upon to meet shifting business priorities.

Activate your Organization’s Potential

Next generation business intelligence & operations management solutions

We offer a wide range of reporting, analytical, predictive modeling, and business intelligence & operations management solutions that fall into the following general categories.


Reporting - Answers “What happened?”

Our business intelligence strategists will work with you and your team to develop a suite of reports that will summarize your organization’s operational and historical data, and will help you automate timely generation and distribution of these reports to stakeholders and staff.


Reporting Module - Portfolio Timeline Report
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Analyzing - Answers “Why did it happen?”

Our dynamic reports will allow your staff to interactively analyze data to understand root causes. Our reports are loaded with features and functionality that will allow your staff to produce a nearly endless array of reports by simply dragging and dropping. Our pivot and data cube reports allow analysts to pick and choose data elements and look at the data from different angles. Your reports will come equipped with charts that will provide real-time visualizations of the browsed data.


Financial Stats Browser - Data Cube Financial Stats Browser – Trading Information
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Predicting - Answers “What will happen?”

Our business intelligence strategists will work with you and your team to design and build econometric modeling solution that will help your staff identify trends and environmental changes and create predictions that will help inform your organization’s business and investment strategies.


Research Management – Forecast Search Screen
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Operationalizing - Answers “What is happening now?”

Our dynamic operations management software will integrate and consolidate your organization’s financial and operational data, and link it with business intelligence tools that will provide instantaneous views of your business operations. You will gain a real-time understanding of where your business is, allowing you to make better business and management decisions.


Operations Center –Job Detail
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Activating - Answers “How should we respond?”

DataHub enabled operations management software will incorporate dynamic processes into operations that will automatically react to real-time data streams and trigger events as needed streamlining and energizing your operations. Our agile operations management software will provide much needed flexibility and will “learn and adjust” to your operations dynamically.


Fund Screen - Add Note
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Share Critical Business Knowledge, Information, and Insights

No matter which business intelligence solution or framework you choose, our technology consultants will work with you and your team to help you incorporate collaboration features into your organization's business processes and operations reducing in-person meetings and e-mail communication and enabling faster information flows and improved responsiveness.

Our Business Intelligence solutions include collaboration tools that will allow your staff to share critical business knowledge, information, and insights with the rest of your team.



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Our Services

We offer a wide range of technical consulting services ranging from custom programming to technology strategy consulting.

We offer post-implementation support services that complement our solutions and help ensure that our clients are getting the most out of their new software.

Custom database consulting Custom application development
Database design and development Business objects design and development
Work design consulting Business process innovation
Master data management Group Reporting & Data warehousing
Cross-functional business processes Financial quantitative data & information management software
Business workflow solutions Business process automation
Custom SW design and development SOA Architecture consulting
Application infrastructure evaluation and improvement Custom programming
Company-wide search solutions Social and knowledge management
Document management solutions Technology strategy consulting


Custom Software Design & Development and Programming Services

Whether you need help upgrading a legacy system, automating manual tasks, building a custom component, system, or an application, let us now! We have extensive experience building custom database solutions, web applications and portals, line of business applications, consolidated reporting solutions, business process workflows, integration packages, and other software.

No matter what your business needs are, you can count on our passion, creativity, technical know-how, and expertise to deliver the most cost effective, innovative, and practical solution that will meet all of your today’s and tomorrow’s needs.


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Driven by purpose but oriented to people

We bring top-notch technical, project management, and financial skills to every project

Our project managers and technologists average over 6 years of financial services experience and over 10 years of technology experience. Our team is passionate about delivering high quality technical solutions that streamline operations and solve toughest business problems and challenges. We do quality work every time, no excuses.


You Can Count on Our Process to Deliver the Right Solution for your Needs

Our agile process ensures that our clients are getting exactly what they need when they need it

Because enterprise architecture is equally about how the company operates as it is about how the technology is designed, building software should be a joint exercise to be done with business leaders and technologists. Your dedicated project manager will work with you and your team to jointly evolve technical solution, and will ensure that it meets your current and future business needs, and ends up being useful to your organization and to the people who will be using it.

Every one of our projects typically goes through evaluation, prototype design, implementation, deployment, and post-implementation support phases. Our agile process is intended to gather the right information in the right sequence, and provides continuous client visibility and feedback during each step of the way. Clients are required to review, provide feedback and approve the results of each phase, as a prerequisite to proceeding on to the next phase.

You will be assigned a dedicated project manager who will drive the project through the entire lifecycle from conceptualization and requirements determination to post-implementation maintenance and support. Your dedicated project manager will be with you every step of the way providing the necessary operational and technical resources, communication, and support.


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Integration with third-party systems, services, and with best commercial and open-source software products is central to our development plans.


Integration with internal and external systems and data sources

Designed to Integrate

Our solutions are designed to integrate with third-party systems, services, and platforms, and excel at data processing and exchanges. DataHub enabled applications are typically integrated with our clients’ systems of record.



Integration with Microsoft Office Family of Products

Our solutions integrate with Microsoft office family of products including MS Excel and SharePoint and can be setup to provide the following functionality:

  • Your staff will be able to create sophisticated self-service reports using MS Excel Power Pivot plugin.

  • Our enterprise solutions typically include custom-built Microsoft Excel add-ins, menus, and functions that will allow your staff to access analytical and other corporate data, as well as consult DataHub system for data translations and mappings directly from Excel spreadsheets.

  • Automatic generation of MS Excel spreadsheets prefilled with data based on pre-defined templates.

  • We use Microsoft Workflow Foundation and Microsoft SharePoint technologies for business processes automation and workflows.

  • Our enterprise solutions typically include custom designed business object layer that can be used by internal applications and third-party products like MS Excel and SharePoint to safely interact with your organization’s corporate data. Your custom designed business object layer will help your organization centralize data management functions, and will safeguard your corporate data from unauthorized access.



Integration with Industry Leading Technologies and Components

Best Technology, Custom Fit

Our client solutions are built using industry leading technologies and components including: Infragistics, DevExpress, Apache, MS .NET 4.0, MS Entity Framework, Silverlight, Smart Client, ASP.NET frameworks, Java, and others.

Using and integrating with the best software components and technologies reduces costs and improves maintainability, performance, and reliability of our solutions.


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Our Services

We offer a wide range of technical consulting services ranging from custom programming to technology strategy consulting.

We offer post-implementation support services that complement our solutions and help ensure that our clients are getting the most out of their new software.

Custom database consulting Custom application development
Database design and development Business objects design and development
Work design consulting Business process innovation
Master data management Group Reporting & Data warehousing
Cross-functional business processes Financial quantitative data & information management software
Business workflow solutions Business process automation
Custom SW design and development SOA Architecture consulting
Application infrastructure evaluation and improvement Custom programming
Company-wide search solutions Social and knowledge management
Document management solutions Technology strategy consulting


Custom Software Design & Development and Programming Services

Whether you need help upgrading a legacy system, automating manual tasks, building a custom component, system, or an application, let us now! We have extensive experience building custom database solutions, web applications and portals, line of business applications, consolidated reporting solutions, business process workflows, integration packages, and other software.

No matter what your business needs are, you can count on our passion, creativity, technical know-how, and expertise to deliver the most cost effective, innovative, and practical solution that will meet all of your today’s and tomorrow’s needs.


Request a Consultation

Driven by purpose but oriented to people

We bring top-notch technical, project management, and financial skills to every project

Our project managers and technologists average over 6 years of financial services experience and over 10 years of technology experience. Our team is passionate about delivering high quality technical solutions that streamline operations and solve toughest business problems and challenges. We do quality work every time, no excuses.


You Can Count on Our Process to Deliver the Right Solution for your Needs

Our agile process ensures that our clients are getting exactly what they need when they need it

Because enterprise architecture is equally about how the company operates as it is about how the technology is designed, building software should be a joint exercise to be done with business leaders and technologists. Your dedicated project manager will work with you and your team to jointly evolve technical solution, and will ensure that it meets your current and future business needs, and ends up being useful to your organization and to the people who will be using it.

Every one of our projects typically goes through evaluation, prototype design, implementation, deployment, and post-implementation support phases. Our agile process is intended to gather the right information in the right sequence, and provides continuous client visibility and feedback during each step of the way. Clients are required to review, provide feedback and approve the results of each phase, as a prerequisite to proceeding on to the next phase.

You will be assigned a dedicated project manager who will drive the project through the entire lifecycle from conceptualization and requirements determination to post-implementation maintenance and support. Your dedicated project manager will be with you every step of the way providing the necessary operational and technical resources, communication, and support.


Request a Consultation