Portfolio BI
Sumit has 17 years of experience in designing, developing and delivering business critical technology solutions in the financial and software industry. As part of the company’s leadership team, and Head of Client Services and Implementation, Sumit oversees client management, implementation and delivery of financial solutions, along with overall strategy of the company’s growth.
Sumit has worked as a client strategy expert in asset management with expertise in listed and alternative space; and understanding of portfolio management, trading and operational workflow. Prior to joining Portfolio BI, Sumit was a Managing Director at ACA Technology Solutions and was responsible for client service and implementations of the NorthPoint Product Suite and Decryptex Trade Surveillance. Before joining ACA, Sumit was a consultant specializing in software solutions for multi strategy, global macro and multi-strategy hedge funds. Early in his career, Sumit worked as a programmer with Wipro Technologies.
Sumit is a CAIA and FRM charter holder and received his Bachelor of Technology in Computer Science from Punjab Technical University, India.
Portfolio BI
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LUX Fund Technology & Solutions (LUX FTS) is the company behind Transcend, the best-in-class data warehousing and reporting software solution for the financial services industry. Their founders are operations and technology veterans, experienced in both front- and back-office operations-- inside experience that gives us a unique understandingof what’s really needed and what’s most important to your business.Transcend deploys disruptive business technology systems that organizes and displays your data quickly, efficiently, and accurately. Transcend provides a secure and cost-effective solution to automate companywide processes. The SaaS-based automation technology platform is configurable by the end user, mobile friendly and it allows for concurrent access.Transcend serves as a firm’s portfolio intelligence dashboard, dynamic data warehouse and integration system. It is a solution designed specifically to meet the needs of the financial services industry. Whether it’s loading data, aggregation, automation and scalability, or other factors such as speed, transparency, reliability or value, Transcend is best at what matters most to your company.