Olmstead Associates has working experience with the following vendor products through our numerous client engagements.

Click on the functional areas below to view a listing of Olmstead's vendor systems expertise:

Portfolio Management/Research/Analytics Corporate Actions
Trade Order Management & Compliance Reconciliation
Investment Accounting Securities Lending
Performance Measurement Collateral Management
Custody /Settlement Data Warehouse/Reference Data

Portfolio Management/Research/Analytics

  • Barra Inc.
  • Bloomberg
  • FactSet
  • Interactive Data
  • Thomson Reuters

Trade Order Management & Compliance

  • Advent Software (Moxy)
  • Bloomberg (POMS)
  • Charles River Development (CRD)
  • Eze Castle (BNY ConvergEx Group)
  • Fidessa (Latent Zero)
  • Linedata Services (LongView)
  • ITG Inc. (Macgregor XIP)
  • SunGard (Decalog)

Investment Accounting

  • Advent Software (Axys, APX & Geneva)
  • AMtrust
  • DST Global Solutions (HiPortfolio)
  • Eagle Investment Systems (STAR)
  • SS&C Technologies Inc. (CAMRA & PACER)
  • Fiserv (APL & GIMII)
  • FIS (Metavante)
  • Princeton Financial Systems, Inc. (PAM)
  • QED Financial Systems, Inc. (Q2)
  • SEI (Trust 3000)
  • SimCorp (Dimension)
  • SunGard (Asset Arena- InvestOne, Phase III, Global Plus, Charlotte, Advantage, VPM)
  • Thomson Reuters (PORTIA)

Performance Measurement

  • Advent (Geneva Performance)
  • Fiserv (CALiPER/GIM Performance)
  • DST Global Solutions (HiPerformance)
  • Eagle Investment Systems (Eagle Performance)
  • SS&C Technologies Inc. (CMRS & Sylvan)
  • Stat Pro
  • SunGard (XAMIN)
  • Thomson Reuters (PORTIA Perform)
  • First Rate

Custody /Settlement

  • BBH (Infomediary)
  • Omgeo (CTM, ALERT, OASYS, OASYS Global & TradeSuite)
  • SS&C Technologies Inc. (FMCNet)
  • SunGard (Global Plus)

Corporate Actions

  • Fidelity (ACTIONSXCHANGE)
  • Fiserv (eVent)
  • Xcitek (XSP)

Reconciliation

  • Advent (Rex)
  • Elektra Information Systems (StaArs)
  • Fiserv (CheckFree Recon-Plus)
  • SmartStream (TLM)
  • SS&C Technologies Inc. (FMC Recon)

Securities Lending

  • SunGard (DML & LOANET)

Collateral Management

  • Rockall Technologies (Enterprise Collateral Management Solution)

Data Warehouse/Reference Data

  • Eagle Investment Systems (PACE)
  • GoldenSource

 


 

"Bridging the gap" between business and technology  

Press Releases

Public Seminars

200 OK

OK

The server encountered an internal error or misconfiguration and was unable to complete your request.

Please contact the server administrator at webmaster@olmst.com to inform them of the time this error occurred, and the actions you performed just before this error.

More information about this error may be available in the server error log.