FinServ Consulting offers business consulting, systems development and systems integration services to address the needs of alternative asset management firms, global banks, fund administrators and software vendors.

In each engagement, we work closely with clients to assess their goals and identify the appropriate technologies for their needs, leveraging our extensive experience in alternative asset management and financial services to ensure cost-effective, best-practice solutions. We utilize disciplined project management methodologies and tools to support each implementation, offering regular communication, status reporting, issue tracking, risk management and milestone reporting to ensure projects are completed on time and on budget. We value transparency and openness, and aim to exceed client expectations with every project.

FinServ utilizes a best-of-breed approach, identifying third-party vendors to meet our clients’ specific needs. We have extensive experience with multiple systems in each product category and are able to assist clients to select and implement the best system based upon their unique needs:

Order Management

Trade Execution

Risk Management

Asset Management

Loan Management

Portfolio Accounting

Investor Reporting

Investor Management / CRM / Investor Websites

Document Management

ERP / GL / HRIS / Payroll / T&E