Converge Solution Offerings - Hedge Funds, Family office and Investment Managers
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High level overview of our services ConvergeSol Offerings 1
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Transcript of Converge Solution Offerings - Hedge Funds, Family office and Investment Managers
High level overview of our services
ConvergeSol Offerings
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ConvergeSol 2
Introduction
• Focused on providing high quality software solutions for Clients . • Working at the intersection of business and technology for
Investment Management Industry • Strive to be trusted partners for our clients to serve all of
their end-to-end IT needs • Operating model that is client centric, focused on quality,
low touch and cost effective • More than 30 years of collective experience in software
development • Development partner of Relativity • Microsoft certified partner
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ConvergeSol 3
Our Offerings
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Offerings
ALMO Solutions
FS Vendor Customizations Solutions
Application Development
Solutions
Portal Solutions
Automation Solutions
• Application Lifecycle Management Offering (ALMO) Solutions • Manage entire portfolio of your applications
and processes
• Automation Solutions • Creating automated reports from systems
like Portfolio accounting, Risk management or other in-house/third party systems
• XLS Automation • Web scrapping • Automated Testing
• Application Development Solutions • Technology Agnostic • Microsoft Solutions (.NET, SQL Server,
MVC, C#, SSRS, SSIS), Other Platforms (Python, MySQL, Oracle)
• Financial Services Vendor Package Customization Solutions • Charles River, Geneva, Eagle PACE,
GoldenSource, Backstop
• Portal Solutions • Allows to create, manage and collaborate
content with your target audience, be it just with in your organization or outside of it
ConvergeSol 4
Our Operating Model
• Extremely focused approach
• Proven Operating Model • On-shore presence and Off-shore
development center based on client needs
• Low touch and lower costs
• Initial Phase • Proof Of Concept (POC) based • Clearly defined agreed upon
deliverables • Typical length of 4-8 weeks • “Risk Free” way to explore our
offerings, getting understanding our capabilities and end-to-end workings of our model
• Follow-on phases • Requirements/SLA based • Typical lengths of 8 – 20 weeks • 6-8 weeks release cycle
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Phase 2 – n
(Ongoing)
Phase 1
(8 – 20 weeks)
POC
(4 – 8 weeks)
Key Success Factors: Phased approach, Quality of resources, Proven operating model
ConvergeSol 5
Our Clients
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Client Profile
Project
Technology
One of the largest family office for managing wealth of Forbes 300 Hedge Fund Manager
•Electronic Information Delivery Framework
•Integration with third party CRM/Data warehouse
•Risk Reporting
•Backstop
•MS Sharepoint 2010
•MS .NET, C#, ASP.NET
•MS SQL Server 2008
•Python/MySQL
$5B AUM hedge fund with strategies around structured finance
• 3rd Party Trader Order Management System Implementation
•Custom development for trade order management system
•Charles River v9
•MS .NET, C#
•MS SQL Server 2008, SSIS
$700B AUM, one of the largest buy side asset manager
•3rd Party Trader Order Management System Implementation
•Custom trading system reports
•Charles River v9
•Oracle 10i
•Crystal Reports
Software product vendor for hedge fund industry
•Collateral Management
•Entitlement
•MS .NET, C#.NET, ASP.NET
•JQuery, JSON, MVC2
•MS SQL Server 2008 R2
We have been working with ConvergeSol over the last 36 months and it has been a great benefit to our office. We hired them to build a Portal site and supplement my IT team. The resources provided have completed our requested assignments and provided additional staffing flexibility to my IT team. They have been able to bring to bear their experience in technologies that were not originally envisioned when we began our relationship. This depth of skills and added flexibility for my team has been a positive. I look forward to continuing our relationship as we move forward.
Head of Technology, One of the largest Single Family Office (SFO)
Family Office Hedge Fund Asset Mgr Other Fin Svc
ConvergeSol 6
ConvergeSol Advantage
• Know-how of the space • Years of experience in software development • Management Team consists of experts who have 30+ years of
experience working in USA on various technology platforms
• Proven Delivery Model • Focused on creating buy-in, risk free phased approach and quality • Leverage reusable assets for faster time to market • Scalable up or down • Technology agnostic • Collaborative to minimize any delivery risk • Offshore development centre helps to cut down the cost.
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New York
1221 Avenue of Americas
42nd Floor
New York, NY 10020
1. 212.899.5148 (Office)
1.646.706.7040 (Fax)
1.732.485.9207 (Cell)
India
301-302, Kairos Building,
Gurukul Road,
Drive-In
Ahmedabad 380054
+91.79.4032.1360 (Office)
+91.823.899.0929 (Cell)
+91.890.544.6278 (Cell)
www.convergesolution.com
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