I am the CEO of Omnibus Clearing. I have participated in developing and operating Investor record keeping systems and custodial platforms for the financial services industry for over 40+ years. I have spend recently a great portion of my time in consulting internationally on the aspects of omnibus record keeping solutions. Recent activities include creation of the requirements for a cloud native custodial platform that would combine requirements for portfolio accounting as an integral part of the custodial system. I publish annually information on the US mutual fund transfer agency market and the impact of omnibus clearing on this process.
You can contact me at Ken@omnibusclearing.com. . For more about me see my Linked in Profile.
The expertise offered is built on our deep understanding of investor systems for financial service providers. The decades of experience include creation and operation of large-scale systems processing trillions of dollars of assets and millions of clients.
The experience offered includes the design, development and operation of systems and business processes for most custodial system types including, brokerage, trust, omnibus clearing, mutual fund transfer agency, corporate stock transfer agency, separately managed accounts, sub-accounting and portfolio accounting systems.
In the past I was one offour principals that created the largest omnibus record keeping/sub-accounting system in the US. I am familiar with most of the large brokerage back office systems and their requirements for mutual fund investor record keeping. Virtually all the major clearing broker dealers in the US have or are using software that was developed by the firm we started and managed.
What ever your needs are in this unique area I can economically and effectively assist you.
I have been principles in successful and profitable start up companies that have been acquired and now are successfully operating as key parts of large public companies. I have participated as senior management in several large financial services companies and during the past 30+ years I have been associated with many multi-million dollar software development projects and a wide variety financial product data processing services.
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