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San Francisco, CA Office

268 Bush Street #3839
San Francisco




Bob Mayes
[email protected]

Expertise Summary

Our domain expertise spans the full spectrum and depth of Buy-side Front and Back Office Systems, and Investment Technology. We have experience with most major trade order management, portfolio accounting/management, performance measurement/attribution, and data warehousing systems. Our range of expertise means that we can meet your need for knowledge, experience and resources in all areas …

Data Management

The amount of data generated and stored by today’s investment management systems is staggering; and yet, 70% of the data is redundant between the systems. This situation has created both the opportunity for unprecedented research and reporting capabilities, and enormous difficulty of managing and cross-referencing the data. More companies are realizing that data integration and …

Performance Measurement

The value of research and portfolio management must always be realized with performance measurement capabilities. Analytics and Attribution systems are changing the way research groups and investors look at current and potential investments. The ability to view portfolios and models quickly and in various formats is critical to invaluable performance and attribution data. Column A …

Portfolio Accounting & Management

The fuel of the Portfolio Analysis and Management process is data. Much of the work lies in the process of continual collection and cross referencing of data across multiple systems and data sources. Our consultants are experts in data integration planning, mapping, integrating, warehousing and presenting that data so it is usable. Our value to …


With respect to Order Management Systems, one size does not fit all. Among the major OMS applications there are distinct advantages and disadvantages depending on your trading needs and practices. However, system selection is still less than half the work necessary to realize the full value of your investment. Implementation strategy can make the whole …