About Us

The expertise we offer is built on our deep understanding of investor systems for financial service providers. Our decades of experience include creation and operation of large-scale systems processing trillions of dollars of assets and millions of clients. 

We have managed 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.

We are experts in custodial systems, for omnibus recordkeeping, wealth management and mutual fund subaccounting. We have substantial experience developing these systems and services for large money managers, banks, brokerage firms and insurance companies in the US. We created the largest omnibus recordkeeping/subaccounting system in the US. We are familiar with most of the large brokerage back office systems and their requirements for mutual fund investor recordkeeping. 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 we can economically and effectively assist you. 

We 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. We have participated as senior management in several large financial services companies and during the past 30+ years we have been associated with many multi-million dollar software development projects and a wide variety financial product data processing services.