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Tradar appoints Katya Surudina as Global Head of Client Services

Tradar, a leading provider of portfolio management and accounting software to the investment management community, has today announced the appointment of Katya Surudina as Global Head of Client Services. Based in Tradar’s London office, Ms. Surudina will cover EMEA, the Americas and Asia, and will report directly to Gerry Gualtieri, CEO.

Ms. Surudina will be responsible for Tradar’s support, account management, implementation and consultancy functions which have recently been centralised under one global client services remit. This newly created senior management position is a critical part of the restructure, and is set to enhance Tradar’s client implementation processes and support infrastructure, ensuring that the right resources are in place to service clients.

Gerry Gualtieri highlights the importance of the new hire: “Investors are subjecting all players to tighter scrutiny and only investing with managers with robust operational platforms. At the same time more new funds are coming to the market and seeking flexible and scalable portfolio management and accounting systems with low total cost of ownership. This combination of factors has led to major
interest in our solutions and is helping to fuel a period of significant growth across our US, European and Asian offices.”

“However, while we are delighted to be expanding at pace we recognise the importance of investment in client service. Bringing Katya on board underlines our commitment to existing clients and will help us to continue to deliver the levels of service they require. The client services position will also be vital in helping us to sustain our recent momentum in the marketplace and ensure we expand in a smooth and ordered fashion. Katya brings impressive experience and possesses the right track record to take our new global client services team forward.”

Ms. Surudina has more than 10 years’ experience in financial services and has successfully managed client services teams in this sector. Prior to Tradar, Katya was Head of Client Services EMEA for Pertrac Financial Solutions, a provider of analytical workflow solutions for investment professionals, where she managed a team based in London and Hong Kong.

She comments: “I am thrilled to be joining Tradar at such an exciting time. Strategically client service is of the utmost importance and I welcome the opportunity and challenges that lie ahead in taking the client satisfaction experience to new levels of maturity at Tradar. One of my first priorities is to further develop the client communications process and end user understanding of our products. We are planning on running improved training sessions, user-groups and industry seminars to ensure we provide the very best post-sale experience for our valued client base.”

Over the last year Tradar has witnessed impressive client growth rates of 20% and it has recently released the latest version of its software, Insight 4.0. This new version has built upon existing functionality by adding an order creation engine and support for all necessary pre and post trade compliance requirements.