Overview

 

Today's information age presents opportunity to businesses but at the same time if information get constrained in silos then it can not only be counter productive but also devastating to your business. Multiple redundant copies, inability to find information needed to make swift decisions and fire drills to create month end, quarter end or year end reports are all hallmark of such counterproductive and avoidable problems.

Our Integration solutions provide information flowing seamlessly between your various systems and thus enabling integrated view of information for faster decision making. Imagine an order being executed on execution management system flow into your order management system to your porfolio accounting to your data warehouse to information portal where your CFO can run PnL throughout the day for swift decision making.

 
 

Offerings

Financial Vendor Customization & Integration

We have worked around Customization and Integration with different Financial Vendor products including Charles River, BackStop, Advent Geneva, Palladyne, Bloomberg etc.

Our specialized knowledge around various workflows in the financial services Industry, third party financial vendor products and leveraging reusable assets has allowed us to deliver solutions to our clients around their customized requirements. For eg., we have built custom screens and processing logic to capture, allocate, and process an order using Charles River API using C# and .NET framework.

Relativity

We have worked around customization, development and configuration / workflow management on a third party product developed on Relativity platform. Some of the compliance related activities in Hedge Fund companies that we managed include :-

  • Trade Requests
  • Compliance Calendar Tasks
  • Broker Account/ Broker Statements
  • Document sharing
  • Gifts/Conflict of Interest
  • Restricted/Watchlist Securities.

ConvergeSol is an authorized development partner of kCura for Relativity platform. Relativity is one of the leading compliance management product used by leading legal and compliance firms globally.

 
 

Approach

 
  • Understand data flow by looking at your SOD (Starf of the Day), intraday and EOD (End of the Day) processes and various systems
  • Understand Compliance requirements and related workflow
  • Assess need for integration by looking at tight vs loose integration
  • Review technology landscape of your organization and tools that can be deployed for integration like SSIS, ETL tools and Scripts
  • Develop parallel and reconciliation approaches to ascertain reliability of data flow between systems
  • Develop relevant workflows for Compliance management using Relativity as a platform.
  • Go live, measure progress and fine tune the process by examining best practices and lessons learned
 

Resources

 

BackStop Integration case study

The case study talks about Integration project of BackStop with SharePoint portal for one of our leading Family Office Customer.. Read More

Charles River Trade Order Management System and Integration.

The case study talks customization and integration around Charles River for a leading Hedge fund client.. Read More

Compliance Management

The case study talks customization, development and support for a legal firm providing Hedge Funds Complainace Services.. Read More