Adeptyx exclusive focus is helping firms in the Asset/Wealth Management Industry increase efficiency and reduce risk through improved business flow, processes and systems. 

Specific areas of expertise include: 

Investment Products: Equity, Fixed Income, ETFs, Mutual Funds, Index Funds, Alts, UMA/SMA and Hedging

Client/Adviser Management: CRM, On-Boarding, Portal, Experience, Contract Management, Reporting, and Servicing

Portfolio Management: Portfolio Optimization, Tax Aware Solutions, Portfolio Analysis, Research Management, Analytics, Order Creation, Risk Management, Performance and Attribution

Trading: Order Management, Execution Management, Trade Routing, Algos and Trading Pools, Best Execution

Post Trading: Trade Matching (OMGEO, CTM), Reconciliation, Trade Notification, Exception Management, Performance Measurement

Accounting: Portfolio Accounting, Fund Accounting, Bank Reconciliation, Cash Management

Pre and Post Trade Compliance

Data Management: Strategy, Standards, Ownership, Structure, Governance, Quality Management, Reconciliation, Cleansing, and Distribution

Analytics: Trends, Patterns, Decisions and Visualization

Investment Management

Risk & Compliance

Adeptyx

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