Our Clients

Most of our clients require us to sign non-disclosure agreements that preclude our disclosing their names and the nature of our engagements with them. But all of them are willing to serve as references for us and our work. Our clients range in size from several billion to over $200 billion in assets under management, with locations in the United States and Canada.

Most of our clients use software such as PAM® from Princeton Financial Systems/State Street, MAXIMIS®, CAMRA® and PORTIA® from SS&C, Dimension® from SimCorp, PACE® and STAR® from Eagle Investment Systems/Bank of New York Mellon, FAM® from SAP, DQM® and EDM® from Curium, Multifonds® from Temenos, the Clearwater platform from Clearwater Analytics, and the QED platform from QED Financial Systems, and we sometimes partner directly with the vendors themselves.

Please let us know if you would like to speak with some of our partners or clients.

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To find out more about the ways in which we can help, please call us at 603-912-5406 or complete the form below.