Varden Technologies

Varden Technologies is an investment technology and consulting firm based in Boston, MA. A recognized leader in investment client reporting and internal reporting, Varden was founded in 1999 to serve only the financial services industry. Varden’s automated client reporting software suite (eReportal) includes statement production, presentation design, collateral/pitchbook assembly, auditable

Editorial Team
May 12, 2021
2 minutes

Tagged under:
Digital Banking
InsurTech

Mission statement

Varden Technologies is an investment technology and consulting firm based in Boston, MA.

A recognized leader in investment client reporting and internal reporting, Varden was founded in 1999 to serve only the financial services industry. Varden’s automated client reporting software suite (eReportal) includes statement production, presentation design, collateral/pitchbook assembly, auditable workflow guidance, operational monitors, and portal publication. The internal reporting software suite (Matrix) includes real-time exceptions and recon monitor, workflow alerts, as well as on-demand reporting deliverables.

Separate from the reporting software division, Varden operates a technical and business consulting service group. Consultants are systems specialists across such core disciplines as portfolio accounting, compliance, trading, risk, and performance and attribution. Varden’s consulting practice extends from business analysis, technical design, data integration, implementation/upgrade, to technology due diligence and search. Varden Consultants uniquely have at least 15 years of combined investment technology and business experience.

Profile

Varden Technologies – global provider of investment client reporting software (statements automation, presentation design, pitchbook production, workflow guidance, portal publication) and internal reporting (real-time exceptions & recon monitor). 80 clients. Blue-chip integrated partners. We’re also data integrators.

Focus

investment client reporting (statements automation, presentation design, pitchbook production, workflow guidance, portal publication), internal reporting (on-demand reporting, real-time recon and exceptions monitor), data integration, business analysis, systems implementation/upgrade/due diligence. Systems specialists across such core disciplines as portfolio accounting, compliance, trading, performance and attribution.