Marc Flamini, Director of Sales, Global Accounts
666 Third Avenue, 31st Floor
New York, 10017
Phone: +1 (212) 398-1188
Website: http://www.advent.com/
Testimonials
Tamale RMS for research management
Advent Tamale RMSTM solves the problem of information overload by enabling you to centrally store all of your research-related information and organize it around the investment processes and preferences of your firm. Designed specifically for a front office workflow, portfolio managers, traders, and analysts can search the RMS database and retrieve information without missing any research detail. Advent Tamale RMS does not replace your existing applications and programs. Instead, it integrates and organizes information received from disparate sources.
Geneva for fund accounting & reporting
Geneva® gives investment professionals the real-time information they need the way they want it, at the time they need it. Geneva is the industry-leading portfolio management and accounting platform trusted by the most demanding investment firms in the world. Geneva enables firms to dramatically increase operational efficiency in high volume, 24x7 operating environments. As a result of its open architecture, firms report an average cost savings of up to 40% across their operations.
Advent Partner for investor accounting
Advent Partner® is the only solution you need for complete investor accounting and servicing for both your onshore and offshore funds. Advent Partner allows you to eliminate manual data entry and errors and automate a host of investor servicing functions.
Phillip K. Hunter, CEO
27 Marvin Ridge Place
Wilton, CT 06897
Phone: 1.203.856.7272
Website: http://www.cpsii.com
Testimonials
Managing Technology Change in the Financial Services Industry.
Commercial Processing Services II ("CPS II") is a limited liability company chartered in Connecticut and founded by a Hedge Fund executive, who held the position of Chief Strategy Officer for a premier Hedge Fund located in New York City.
CPS II focuses on IT Services both in the infrastructure and application support areas. Our executive team has extensive knowledge and executive experience in the financial services industry. CPS II has developed a world class SaaS model with a global infrastructure partner targeted at Hedge Funds and Investment Banks for application management support. These applications will provide turn key operations for startup, small and medium Hedge funds. The infrastructure and applications will support all necessary Hedge fund requirements, including compliance, asset and change management functions.
CPS II provides technology solutions for small and medium enterprises. The company has global reach and advanced technology applications to secure the IT and digital environment.
CPS II has many years of experience in managing complex networks, large mainframes and server room environments. Their expertise in these areas covers global client requirements.
Ben Segal, Manager, Business Development
470 Seventh Avenue 6th floor
New York, 10018
Phone: 212-563-4400
Website: http://www.infinityinfo.com
Testimonials
Infinity's Relationship Productivity Manager (RPM) for Hedge Funds provides the seamless coordination between sales, marketing, accounting and client services needed to improve the effectiveness and profitability of hedge funds. Infinity RPM is a comprehensive approach that enables companies to identify and gain the loyalty of their most profitable clients. With Infinity RPM, companies leverage relationships with clients, prospects and consultants which ultimately lead to increased AUM. Infinity RPM Benefits include: Improved collaboration and streamline investor relations and reporting by consolidating information in a centralized database; Immediate access to critical and accurate information including top clients by AUM, lead source and fund positions; Increased client satisfaction and retention by providing more personalized service and tailored fund and investor reports.
Shaleen Dastur, Head of Sales ? Financial Services
130 West 42nd Street 5th Floor
New York, 10036
Phone: 212.819.1700
Website: http://www.northps.com
Testimonials
NorthPoint is the leading provider of customized business and technology solutions for Investment and Operations professionals within the asset management industry. Our unique approach draws upon years of industry experience, deep domain knowledge, technology expertise, and our talented team.
Our areas of expertise include: Order Management, Portfolio Management, Management Reporting, Risk Management, Securities Master, Pricing and Valuation, Credit and Distressed Debt, Analyst Research and Pipeline Management, and OTC Settlements. Our extensive work has allowed us to develop industry-leading best practices, tools, and frameworks, so that our clients can effectively manage and trade the full range of assets across the capital structure.
We are also experts in integrating with leading financial software products. Our solutions are built to handle workflows associated with new and evolving asset types to ensure timely and accurate valuations while minimizing operational risk.
We lead with experience. NorthPoint can partner with your organization to effectively address any of these challenges by implementing a customized and cost-effective solution that provides a flexible foundation for growth.
Work with the best. For more information, contact us at 212.819.1700 or visit our website.
Warren Finkel, Managing Partner
515 Madison Avenue
New York, New York 10022
Phone: 646-558-5575
Website: http://www.aceits.net
ACE IT Solutions understands the importance of technology to today's financial firms. We keep hedge funds productive by supporting their mission-critical IT infrastructure. Financial services firms, hedge funds, brokers, and asset managers rely on our experts to implement the best technical solutions that provide maximum efficiency, reliability, and compliance. In addition to technology consulting services, ACE IT Solutions offers a portfolio of managed services including 24x7 Help Desk, 24x7 Server/Network Monitoring, Offsite Backup, Email Archiving and Email Security. We understand compliance requirements and have developed a platform to cover all of our clients' technology needs.
James F. Reynolds, Jr., Senior Vice President
188 The Embarcadero, 3rd Floor
San Francisco, CA 94105
Phone: 415.536.3500
Website: http://www.corelogic.com/landing-p...
Our New Diligence for capital markets combines the industry's most
comprehensive data resources, cutting-edge analytics, and task-specific
applications to create focused solutions that identify RMBS risks and
illuminate RMBS opportunities. New Diligence includes Advisory Services
(sample projects: short sale, QRM, and tax lien analyses, RMBS and whole
loan portfolio analyses and surveillance, servicing rights evaluation -
contact Brendan Keane at bkeane@corelogic.com
or Brett Benson at brebenson@corelogic.com)
and Due Diligence Services (sample projects: credit, compliance, collateral,
fraud, and misrepresentation risk assessments, pre-bid evaluations,
RMBS/whole loan portfolio analyses- contact Mark Hughes at...
Tim Kennedy, Eze Castle Integration
529 Fifth Avenue
New York, 10017
Phone: 212-954-0618
Website: http://www.eci.com
Founded in 1995, Eze Castle Integration is the leading provider of technology and IT services to hedge funds and alternative investment firms. Today, more than 550 hedge funds rely on Eze Castle Integration to be their single source for strategic IT consulting and support in designing, procuring, and managing their IT infrastructures.
Eze Castle’s deep portfolio of services includes Outsourced IT, Professional Services, Managed Services, Startup & Relocation, Disaster Recovery and Business Continuity Planning, Storage, Archiving, Colocation and Internet.
Eze Castle is headquartered in Boston and has offices in Chicago, Dallas, Geneva, Los Angeles, London, Minneapolis, New York, San Francisco, Singapore, and Stamford.
John-Peter Lee, Owner
1 Liberty Plaza, Ste 2701
New York, 10006
Phone: 347-949-8714
Website: www.metaframetech.com
MetaFrame Technology Solutions provides comprehensive technology management and services to hedge funds and private equity firms. Our experience spans 15 years running technology efforts for companies at the executive level, and have successfully launched and restructured the technology infrastructure of numerous asset management firms.
As your partner, our goal is to create and execute a technology vision in alignment with business objectives. A typical plan includes infrastructure, development, maintenance and support with a budget that is comfortable. Additionally, we participate in company planning/operational meetings and attend investor due diligence interviews.
Thomas Frey, President
1800 2nd St., Suite 955
Sarasota, FL 34236
Phone: 941-870-9531
Website: http://www.silexx.com
Testimonials
Efficiency is the culmination of power, speed, aggregation, access and simplicity. Silexx Financial System's Obsidian is the premier broker-neutral, multi-asset class trading platform.
Combining access to top-tier liquidity providers, innovative execution functionality, real-time analytics and risk management, all in one top of the line equity, option and futures trading platform, makes it the top choice for professional traders, investment managers and institutional trading desks.
- Execution: Obsidian offers a multitude of routing destinations, DMA and SMART routers, access to 20+ equity and option algorithms and exchange native option complex order books.
- Clearing: Access is available to all the top-tier clearing firms.
- Analytics: Analyze your portfolio in real-time, create what-if scenarios and evaluate how market dynamics impact your bottom line.
- Risk Management: Perform risk analysis, volatility impact studies, and evaluate extreme risk conditions in real-time.
- Intuitive Design: Obsidian’s simple to use interface will have you trading and managing risk in minutes.
- Value: Time and money are two important considerations for all trading operations. Through combining risk management, execution, and analytics into one system and integrating into major clearing firms and execution gateways, Obsidian saves you time and money.
Hillel Caplan, Deloitte & Touche LLP
Two World Financial Center
New York, 10281
Phone: 212-436-5387
Website: http://www.
Speciality
CDO Suite™ for complex fixed income portfolio tracking and compliance. Instruments supported include asset-backed securities, bonds, credit default swaps and syndicated loans. Used by asset managers and administrators worldwide.






