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New York, NY USA Head Office

18 East 41st Street, 20th Floor
New York
NY
US

Telephone

212-302-6200

Contact

Yelena Balashchenko
[email protected]

Investran Implementation and Consulting

IntegriDATA provides expert Investran services, including system implementation and customization, maintenance, batch cycle monitoring, upgrades, report writing, periodic high-volume data loading, and interfaces into and out of the system.

While we have an extensive knowledge of Investran, what differentiates us is that our team first held critical business and technology roles in the money management business. We’ve brought that expertise to bear in assessing and providing “best practice” reviews for our clients. We operate at the intersection of business processes and technology and excel in complex, data intensive environments. We have a strong track record for assisting firms in creating solutions that result in repeatable, efficient processes that generate highly accurate, timely and meaningful business critical information. Our clients include traditional institutional money managers and alternative investments – hedge funds, private equity and fund of funds.

Sungard Investran – Industry Expertise

  • Successfully managed implementations, conversions and upgrades for numerous clients throughout the U.S., ranging from boutique alternative investment firms to global financial services companies.
  • Over 10 years of hands on application experience from both a technical and business perspective.
  • Provide customized reporting solutions including Report Wizard, Crystal Reports and external reporting engines.
  • Active Template specification development, QA and validation.
  • Design client level reports for distribution to LP’s and setup the automated communication processes, either internally through the Investran CRM, via an external CRM application or via upload to an intranet web-site.
  • Design and build interfaces to corporate general ledgers, CRM system and various other external applications.
  • Experienced in both Private Equity and Hybrid Hedge Fund products.
  • Develop written documentation for workflow processes including monthly / quarterly closing processes, client reporting, FAS 157 reporting and other similar functions.

View other products from IntegriDATA Business & Technology Solutions

Derivatives Collateral Management Outsourcing

IntegriDATA offers a new hosted ASP version of CAARS for those clients that wish to outsource technical support for the application. IntegriDATA developed CAARS Collateral Management System, a comprehensive web-based solution to address the challenges associated with daily collateral management for OTC derivatives. The goal of the application is to improve the overall efficiency, controls, and …

CashWire Payment Management System

CashWire addresses the challenges associated with the overall cash wire movement process – from request, to approval, and then onto settlement. CashWire provides the highest level of security, control and transparency through the centralization of standing instructions and wire movements.

EAS Expense Allocation System

IntegriDATA EAS addresses the challenges of allocating expenses from invoice capture to GL booking and reimbursement. EAS acts as an intercompany expense subledger improving expense allocation efficiency and accuracy, helping to ensuring regulatory compliance.