| 2/22/2012 |
InvestTech Integrates FactSet Performance Attribution
InvestTech announced the successful integration of FactSet’s Portfolio Analysis system and Thomson Reuter’s PORTIA for a New York-based global investment management firm. |
| 2/8/2012 |
InvestTech selected to implement and integrate leading Investment Accounting Solution
InvestTech has been selected to assist and advise a major North American public sector pension plan on a large investment accounting implementation project. |
| 1/6/2012 |
InvestTech Participates in the Eagle Investment Systems Users Conference
InvestTech has received overwhelmingly positive feedback from their participation in the Eagle User Conference in November 2011 in Boca Raton, Florida. InvestTech has held numerous follow-up sessions with Eagle client firms, as well as firms considering broadening their technology investment into other Eagle solutions. |
| 12/7/2011 |
InvestTech Completes Multiple EDM and Reference Data Implementations
InvestTech announced that they have recently completed multiple Enterprise Data Management (EDM) and Reference Data (RD) Implementation projects for North American asset management clients. |
| 11/1/2011 |
InvestTech Exhibits at Eagle Client Conference in Boca Raton
InvestTech is pleased to announce that representatives of the company will be attending and exhibiting at the 2011 Eagle Client Conference, November 6-9, 2011, at the Boca Raton Resort in Boca Raton, FL. The conference is an opportunity for Eagle clients and prospective clients to come together to hear product updates on data management, accounting, performance measurement and technology. |
| 10/7/2011 |
InvestTech Provides Investment Systems Selection Guidance
InvestTech recently completed multiple evaluation and selection projects for a number of global investment management firms. InvestTech’s specialized investment systems evaluation and selection consultants have extensive hands-on implementation and integration experience with each of the leading vendor products. |
| 9/20/2011 |
InvestTech Strengthens Data Management Team Capabilities InvestTech announced the expansion of its Data Management & Data Strategy team with the appointment of two senior members, Martin Ouellette and John Niejadlik. |
| 6/28/2011 |
InvestTech Successfully Assists with a SimCorp Implementation and Eagle PACE Integration Project for a Large Public Sector Plan
InvestTech recently completed a large SimCorp Dimension implementation project with complex integration to Eagle Investment Systems’ PACE data management solution for a major North American public sector plan |
| 5/17/2011 |
InvestTech Assists Client with Globalization of Investment Management Operations
Investment management firms and back office service providers interested in globalizing their operations have a lot to consider. Every business process, from trading decisions through to reporting, will be impacted in some way by the changes required to support international investments. It can be overwhelming if you don’t know what questions to ask, let alone where to get the answers. InvestTech Systems Consulting, Inc. recently completed a successful project for a major provider of middle and back office services enabling their clients to begin investing globally. |
| 5/3/2011 |
InvestTech Systems Consulting Assists Diversified Wealth Management Firm With Real-Time Integration Between Charles River IMS and Cadis
InvestTech Systems Consulting, Inc. recently completed an integration project for a large diversified wealth management company. The engagement involved integrating the Cadis Enterprise Data Management platform and the Charles River Investment Management System (Charles River IMS) using real-time XML messaging that leveraged Message Oriented Middleware (MOM), as well as overnight batch interfaces. |
| 4/13/2011 |
InvestTech Provides Investment Manager With Consistent, Reliable Investment System Implementation Assistance For Multiple Projects
InvestTech Systems Consulting, Inc. has completed a series of investment systems projects for a $20 billion global high-yield asset manager. Each project served as a building block to the next, and the InvestTech team served as consistent, reliable and knowledgeable resources for each successful phase. |
| 2/22/2011 |
InvestTech Systems Consulting Assists Investment Management Firm With A Successful Accounting Data Conversion Using Eagle STAR® and PACE™
InvestTech Systems Consulting, Inc. recently completed a series of investment accounting data conversion projects for a $10 billion asset manager of pension funds, endowments, foundations and high net worth individuals. These engagements included a currency conversion, as well as a change in accounting methods within the Eagle Investment Systems platform. |
| 1/25/2011 |
InvestTech and Irion Successfully Pilot IDQ to Facilitate the Migration to Advent’s Portfolio Exchange (APX) for Analytic Investors
InvestTech Systems Consulting, Inc., the leading Investment Technology and Investment Operations consulting firm for institutional investment managers, and an Advent Certified consulting partner, completed a mission critical platform migration for Analytic Investors, an institutional asset manager focused on quantitative based investment strategies using IDQ, a rapid data integration, data quality platform, to meet Analytic’s objectives. |
| 1/7/2011 |
InvestTech Assists Super Regional Bank with Order Management System Implementation for Fixed Income Trading Desks, Compliance and Risk Management Business Groups
InvestTech Systems Consulting, Inc. successfully advised and assisted a leading Super Regional Bank with the implementation of a trading and compliance system, Bloomberg’s Asset and Investment Manager (AIM) for fixed income products. |
| 12/21/2010 |
InvestTech Systems Consulting Assists With Another Successful Eagle Investment Systems Data Management and Reference Manager Implementation
InvestTech Systems Consulting, Inc. contributed integration and implementation resources to the successful deployment of Eagle Investment Systems’ software for a North American money management firm. The implementation of Eagle PACE™ Data Warehouse and Eagle Reference Manager was for an investment manager who is one of the largest consumers of Bloomberg data in the U.S. |
| 12/7/2010 |
InvestTech Assists With A Successful SimCorp Implementation At A Large Public Pension Plan
InvestTech Systems Consulting, Inc. recently completed another implementation and integration project for a large public pension plan in Canada. This engagement, where InvestTech also provided advisory assistance, involved the replacement of an existing investment accounting system and the integration of SimCorp DImension with key applications including several trade order management systems, a data repository and external data vendor feeds. |
| 11/18/2010 |
InvestTech Systems Consulting Assists Leading Investment Managers with Data Architecture Design and Data Management Solutions
Recently Completed Strategic Data Architecture Projects Have Provided Asset Managers With a Roadmap for Data Management Success. InvestTech Systems Consulting, Inc. has established itself as the foremost expert for designing and delivering strategic enterprise data architectures and detailed implementation roadmaps. |
| 11/9/2010 |
InvestTech Successfully Implements SimCorp Dimension for Multiple Clients
InvestTech Systems Consulting, Inc., the leading Investment Technology and Investment Operations consulting firm for institutional investment managers has successfully deployed SimCorp Dimension as an integrated investment management system solution for three separate clients. |
| 11/10/2009 |
InvestTech Signs Exclusive Partnership with Irion
Data Management, Data Integration and Investment Systems Specialist Firm Partners With Leading European Business Management and Data Quality Software Toolset. |
| 9/15/2009 |
InvestTech Joins EDM Council
Data Management, Data Integration and Investment Systems Specialist firm works with leading financial institutions to share business and technical strategies for improving data management and data content |
| 12/1/2008 |
InvestTech Systems Consulting Announces Multiple Strategic & Tactical Implementation Relationships with Leading Investment Accounting Vendors
InvestTech expands their professional partnership with several of the leading Investment Accounting vendors to offer a deeper level of service to clients |
| 11/19/2008 |
InvestTech Systems Consulting Implements Charles River Investment Management System for Large Global Asset Manager
InvestTech Systems Consulting, Inc., the leading IT and operations consultants for institutional investment managers, released results of a successful investment management and compliance implementation with a large, well-established global asset management firm. The client engaged InvestTech to assist with the implementation of Charles River Development’s Investment Management System (CRIMS) for their fixed income assets. |
| 10/1/2008 |
InvestTech Systems Consulting to Launch Eagle Performance for $28B Institutional Pension Plan and Investment Management Firm
InvestTech Systems Consulting to Launch Eagle Performance for $28B Institutional Pension Plan and Investment Management Firm |
| 6/11/2008 |
InvestTech Systems Consulting Grows their Derivative Practice
InvestTech Systems Consulting Grows their Derivative Practice--2008 Brings an Added Emphasis to Derivatives Expertise as Several Large Clients Sign On |
| 5/27/2008 |
InvestTech Systems Consulting Collaborates with UK-based Investment Research and Technology Firm Investit to Offer a New IT Value Service to US Clients
IT Value tool guides 35 firms in 2007, representing total assets under management in excess of $8 trillion. |
| 5/7/2008 |
InvestTech’s Leadership Presence Extends to Canada
InvestTech Engages with Three of the Largest Canadian Pension Plans |
| 4/29/2008 |
InvestTech Systems Consulting Implements Eagle Investment Systems' Reference Manager Product for Large Global Asset Manager
Firm with Nearly $1 trillion in Assets Under Management Validates Data Management Needs with InvestTech as Guide |
| 3/17/2008 |
InvestTech Systems Consulting Experiences over 20% Business Growth in 2007—Firm Capabilities Expanded in Key Areas
InvestTech increases their industry-wide leadership presence with the launch of a new brand identity and website |
| 2/15/2008 |
InvestTech Systems Consulting Expands Data Management Practice
Four Large Strategic Data Architecture and Re-engineering Projects Among Recent Business Wins |
| 1/18/2008 |
InvestTech Systems Consulting Perfects The Eagle Reference Manager Implementation
Multiple Eagle Reference Manager Implementation Projects Provide Clients a Proven Methodology for Success |
| 12/14/2007 |
InvestTech Systems Consulting Reveals Key Success Factors for Build vs. Buy Analysis
The Largest Investment Management Firms Gain Clarity Via a Structured Approach to The Build vs. Buy Decision Process |
| 2/21/2007 |
InvestTech Systems Consulting Helps Rainier Investment Management Overhaul Technology Infrastructure
Most recent step is leap to Charles River IMS V8 |
| 2/5/2007 |
InvestTech Systems Consulting Grows Client Base, Expands Consulting Team
InvestTech Now Advises 50% of US Largest Asset Management Firms Sal Auditore and Glenn Babakian Join InvestTech’s Team of Consultants |
| 1/2/2007 |
Smith Breeden upgrades to Portia 8.0 with InvestTech |