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INVESTTECH
877.559.6077
info@investtechsystems.com
11111 Santa Monica Blvd.
Suite 1220
Los Angeles, CA 90025-3333
+1 818.592.4000

InvestTech Leadership

Bennett Kaplan Principal

Bennett Kaplan

Bennett Kaplan has over 25 years of experience in the field of investment management systems for institutional and private client investors, having served in a variety of capacities including senior manager of the investment technology and investment operations staffs at several major investment organizations. He has specific, hands-on experience selecting, implementing and integrating portfolio accounting, trade order management, enterprise data management, performance measurement, and reporting platforms. Bennett has a comprehensive knowledge of investment accounting and data management solutions, extensive project life-cycle planning experience, and a proven track record of delivering investment systems projects. Bennett has led numerous investment operations and system assessments, strategic systems and data architecture planning, and industry-best practice re-engineering initiatives. He has presented at various investment operations, investment technology, and data management conferences, as well as the Financial Technology Forum (FTF), and is a contributing author of The Handbook of Electronic Trading.

Bennett has a BS in Management Information Systems from the State University of New York at Buffalo and an MBA in Finance from Northeastern University.

The InvestTech EDM model ensured a holistic, business-driven approach to our EDM roadmap and also helped us achieve a high level of business participation and value throughout the delivery process. - Global Investment Manager

InvestTech provides expert guidance on investment operations, technology and data management to global investment firms.

WE’VE DONE THIS BEFORE – MANY TIMES – AND WE CAN HELP YOU.