Our experience. Your results.

InvestTech has the experience to ensure your success.

InvestTech specializes in the field of investment management software systems, operations and data management solutions. Since our founding in 1993, we have successfully managed over 300 complex strategic architecture, system selection and implementation engagements for the industry’s leading money management firms.

InvestTech’s professional consultants are experienced investment systems veterans, offering the expertise of former CTOs, heads of operations and product development, team leaders and expert system integrators. We are industry leaders, averaging more than 13 years of investment systems experience with knowledge of leading investment and data management solutions.

InvestTech professionals are experts in critical areas impacting your business:

    • Enterprise Architecture Design
    • Data Management Solutions
    • Systems & Operations Reviews
    • System Evaluation and Selection
    • Implementation Management
    • Global Systems Integration

From Strategy to Operations to Implementation, we can help.

Strategic Planning Systems Evaluation, Selection and Implementation Systems Integration and Automation
  • Operational Reviews
  • Systems Architecture Design and Planning
  • Data Management Strategies
  • STP Re-engineering
  • Trade Flow Optimization
  • Workflow Documentation
  • Data Management Technology
  • Portfolio Management, Trading and Compliance
  • Performance Measurement/Attribution
  • Accounting
  • Analytics
  • Security Reference Management
  • Vendor Negotiations
  • Message Oriented Middleware (MOM)
  • Data Warehouse/Hub
  • Data Mapping
  • Custom Development Capabilities
  • Documentation