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

• 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