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Vendor Product Knowledge



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InvestTech has partnered with some of the largest, most established global asset managers to guide them to success in their investment technology needs.  InvestTech Consultants have experience implementing and integrating across a wide range of investment technologies for front-to-middle-to-back office — click on the categories below to view a complete listing of our extensive areas of systems specialization:

Trade Order Management Systems

  • Advent Software (Moxy)
  • Bloomberg (AIM, POMS)
  • Charles River Development (Charles River Investment Management System)
  • CheckFree Investment Services (CheckFree APL)
  • Eze Castle
  • Fidessa Latent Zero (Capstone)
  • ITG Inc. (Macgregor XIP)
  • Linedata Services (LongView)
  • SS&C Technologies, Inc. (Antares)
  • Sungard Trading Systems
  • Thomson Reuters (PORTIA Trade EQ)

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Portfolio Management and Investment Accounting

  • Advent Software (AXYS, APX and Geneva)
  • CheckFree Investment Services (CheckFree APL)
  • DST International (HiPorfolio)
  • Eagle Investment Systems (Eagle STAR) - Implementation Partner
  • FRI Corporation (Raison SPS)
  • Fiserv (GIM2)
  • Princeton Financial Systems, Inc. (PAM)
  • QED Financial Systems, Inc.
  • SimCorp USA, Inc. (Dimension) - Implementation Partner
  • SS&C / Financial Models Company, Inc. (CAMRA and Pacer)
  • SunGard (InvestOne, APS2, Series 2, Phase III, Others)
  • Thomson Reuters (PORTIA)
  • Vestmark

Data Management and Middleware

  • Asset Control
  • Cadis
  • CorrectNet, Inc.
  • Eagle Investment Systems (Eagle PACE)
  • Evare (Financial Data Transformation Service)
  • GoldenSource Corporation
  • Informatica
  • Mercator
  • Netik
  • One-Ten, Ltd.
  • Portfolio Dynamics
  • SS&C / Financial Models Company, Inc. (FMCnet)
  • SunGard Integration (Mint, InteliMATCH)
  • Tibco

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Performance Measurement and Performance Attribution

  • Portfolio Management Systems (Integrated Performance Plus)
  • Barra, Inc.
  • Base-Two Investment Systems, Inc. (PAS)
  • DST International (HiPerformance)
  • Eagle Investment Systems (Eagle Performance)
  • FactSet
  • Russell Performance Attribution
  • SS&C / Financial Models Company, Inc. (FMC Sylvan)
  • Stat Pro (Portfolio Analytics)
  • Thomson Reuters (Peform)

Risk Management Software

  • Algorithmics (Algo Suite)
  • BlackRock Solutions (Aladdin and Risk Analytics)
  • DST International (Askari)

Analytics and Data Providers

  • Barra, Inc.
  • Bloomberg Data License
  • BlackRock Solutions (Green Pages)
  • Capital Management Sciences, Inc. (BondEdge)
  • Interactive Data Corp. (FI Interactive)
  • Hub Data
  • FactSet (Cornerstone)
  • FT Interactive Data
  • GAT
  • Muller
  • Risk Metrics
  • Thomson Reuters

Straight Through Processing (STP) Software

  • Advent (Rex)
  • Checkfree (Accurate)
  • Electra Information Systems (STaARS, RecCollect)
  • Netik (TDMS)
  • Omgeo (OASYS / OASYS Global / ALERT / TradeSuite)
  • SS&C (TotalRecon, FMCRecon, FMCNet)
  • Smartstream

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