Project Management

An ongoing partnership

Client service doesn’t end after implementation - our partnership philosophy extends through the life of your contract. We help you adapt your solution as your business needs evolve to ensure you're achieving the greatest operational efficiency.


We work with a diverse client base of more than 1,500 firms ranging in size from small start-up hedge funds to large institutional asset managers. We offer clients a depth of experience to guide them through their expansion into new regions, asset types, counterparties, fund strategies, and other new workflows.


With more than 300 employees focused on product management and development, we’re constantly evolving our product suite with the demands of the markets. Our service teams continually educate clients on advances to our product offerings and enhancements to integrations with external counterparties and systems.


As your technology partner, it’s our priority to fully understand your business and investment workflows. Through our consultative approach, our support teams offer extensive industry expertise and the experience of working with a diverse client base. We offer you feedback on best practices, highlight industry trends, offer workflow optimization, and facilitate networking amongst peers and additional service providers.