Varden Technologies and Merganser Strengthen Commitment to Investment Data Innovations

12 March 2012

For Client Reporting, Internal Reporting, and Data Integration - Merganser Capital Management and Varden Technologies celebrate their approaching decade-long relationship with even greater commitment to technical innovations.

Jeffrey Addis, Merganser's Chief Operating Officer, shares, "As our $6.5-billion* firm seeks strategic growth, Varden Technologies remains a trusted partner in our operations and planning. We recognize Varden for their investment technology, data content, and internal, as well as client reporting, expertise. For us, they stand out for their strong client support and partnering approach."

Varden Technologies provides investment technology consulting and reporting application to Merganser. The relationship focuses on enhancements to trading workflow, interactive reporting, and advances across such systems as portfolio accounting, trading, and compliance.

Perry Harris, Varden's President, relates, "From our home base, in Boston, to Los Angeles and in between, from Chicago to New York, Varden team members work hard to continuously earn that trusted position for COOs and CTOs to call upon. Our work with Merganser is a good example."

Varden's Director, Minh Nguyen, adds, "Across two OMS implementations, numerous data integration projects, and a strategic deployment of our internal and client reporting system, eReportal, Merganser and Varden enjoy a successful relationship. Together, we look forward to a greater future where, for example, competitive advantages can be gained by targeting a functional overlaid to complex investment data assets."

In 2012 and beyond, the two firms intend to accomplish a set of projects that will support Merganser's growth trajectory. These projects are anticipated to include even greater operational efficiency, driven by intelligent reporting, data governance, workflow guidance, and responsive client servicing.

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