History

Founded in 1993, InvestTech is the leading professional services firm specializing in investment management software systems consulting for institutional investors. InvestTech consultants have completed hundreds of successful engagements for investment advisors, insurance companies, mutual funds, plan sponsors, hedge funds, endowments and other financial institutions. Hands-on experience with the leading investment software products allows us to assist you in making the right decisions based on actual system experience, thereby optimizing the deployment of systems for maximum benefit. With operations in the United States, Canada, Australia, and the UK, we are available wherever you need us.

InvestTech Achievements

Date Major Milestone
2007 InvestTech offers IT Value service for clients. New branding launched. Data management practice expands—InvestTech secures four large strategic data architecture and re-engineering engagements for firms ranging in size from $45 billion to $150 billion AUM. Research Database on outsourcing options for electronic communications, reconciliation, reference data, corporate actions and reporting services offered. 5th Annual InvestTech Operations and Technology Roundtable held.
2006 InvestTech experiences record business growth.  OMS practice strengthened by acquistion of industry veteran practice manager. InvestTech completes a successful first of its kind leapfrog upgrade from Thomson’s PORTIA 5.0 portfolio management product to version 8.0 for Smith Breeden, a leading investment management firm based in North Carolina with more than $29 billion in assets under management. 4th Annual InvestTech Operations and Technology Roundtable held.
2005 InvestTech leads first Vestmark project. Successfully completes a derivatives work flow project for an industry-leading mutual fund company. Business expands twofold measured by new client relationships and increased consultant staffing.
2004 InvestTech selected for two Charles River IMS implementations. Selected by Washington State Investment Board to implement Bloomberg POMS. Two of InvestTech's Eagle STAR implementations go into parallel testing. Becomes certified on LatentZero Capstone suite. InvestTech conducts fixed income accounting outsourcing evaluation for a European Central Bank.
2003 InvestTech completes Charles River Trading System implementation at global advisor. Wins competitive bid for Eagle PACE and STAR implementation project at Florida State Pension Fund. Second InvestTech CTO Roundtable conducted. InvestTech becomes certified on Princeton Financial PAM. Selected as PACE Project Manager at American Century Investments. 
2002 InvestTech completes first Eagle system implementation. First InvestTech CTO Roundtable conducted. Becomes certified on Eagle PACE and STAR. InvestTech leads an Equity and Futures accounting outsourcing conversion.
2001 InvestTech goes international with investment system project for European Central Bank. Completes trading system implementation for Trust Company of the West (TCW) and First Princeton PAM investment accounting system implementation.
2000 InvestTech expands with 30% revenue growth. Completes initial Charles River Trading System project. InvestTech selected for portfolio system implementation at Canada's second largest pension fund (OMERS). Conducts 12 evaluation and selection projects (trading, performance attribution and portfolio management systems).
1999 InvestTech completes comprehensive investments systems overall for $100 billion Principal Global Investors. Experiences 250% revenue growth—services expanded to include Strategic Investment Architecture Planning. InvestTech expands staffing—adds consultants experienced with Macgregor, Princeton, Charles River, LongView, Integrated Decision Systems (IDS), DST International and others.
1998 InvestTech designs and develops Data Warehouse for $75 billion New York investment advisor. First Straight-Through Processing (STP) planning and integration project completed. First comprehensive implementation of SS&C's CAMRA product for $25 billion insurance company.
1997 Multiple successful PORTIA and Advent portfolio system implementations.
1996 First Bloomberg PTS integration project—InvestTech Bloomberg Gateway system developed and installed. InvestTech wins competitive bidding for Washington State Board of Investments evaluation project. Outsourcing evaluation study completed for $50 billion investment operation. InvestTech wins competitive bidding at Oregon State Treasury for system evaluation.
1995 First Performance Measurement system implementation. InvestTech Structured Project Management (SPM) methodology introduced.
1994 InvestTech Evaluation Framework introduced (evaluation and system selection methodology). First Trade Order Management system implementation.
1993

Company founded. Multiple portfolio system evaluation studies conducted (investment advisors and State Retirement System). First portfolio system implementation.