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

  • Fiserv (eVent)
  • Xcitek (XSP)


  • 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



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