InvestTech Industry Expertise

InvestTech’s professionals are experienced investment management systems veterans.  Our senior managers have on average 20+ years of investment systems experience, and are former CTOs, Heads of Operations, investment system product managers and developers, and expert system integrators.  Our consultants average over 14 years of investment systems experience with a plethora of knowledge of investment and data management solutions that serve the investment management community. 

As a firm specializing in the leading investment system solutions, InvestTech bridges the gap between business and technology by providing experienced product and operational subject matter experts who are skilled at developing, specifying and implementing specific solutions that increase efficiencies and automation.  Firms that manage a mix of investment applications, including trade order management, investment accounting, performance measurement and other systems will find that InvestTech consultants understand their entire application architecture and how these tools need to work together and integrate to form an efficient operational environment.

As a leader in the industry, InvestTech is sought after for advice on best practices for investment technology and operations, system selection and implementation, and investment data management strategy.  InvestTech has been invited to speak at forums and events including the Institutional Investor's Financial Technology Forum, the Fixed Income Forum, the Bond Market Association, the Great Lakes Investment Management Operations Group, the Life Office Managers Association, and various vendor client conferences.

Learn more about InvestTech's Representative Engagements…

Our Experience - Your Results